Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
Your Team
The Edge Non-Custody Administration team is part of CFS’s Fund Services which is accountable for safeguarding customer assets and delivering high-quality investment administration services across custody and non-custody activities. The work undertaken in this role contributes to CFS’s purpose and strategic priorities.
Your Responsibilities
Lead, coach and develop a team of Analysts and Senior Analysts responsible for non-custody investment administration activities
Manage day-to-day operational performance, workload allocation, service levels and team capacity
Oversee client and asset onboarding activities, ensuring compliance with eligibility requirements, business rules and operational controls
Provide oversight of non-custody transactions, including purchases, redemptions, capital calls, distributions, corporate actions and other investment lifecycle events
Ensure effective management of cash, asset and transaction reconciliations, including timely resolution of exceptions and operational incidents
Oversee valuation, pricing, asset and transaction data integrity across relevant systems and service providers
Maintain strong operational relationships with advisers, investment providers and external service providers to facilitate efficient service delivery
Act as the primary escalation point for all operational matters, service issues and client impacts
Your Capability and Experience
Strong experience in investment operations, custody, wrap platforms or non-custody investment services.
Demonstrated experience leading, coaching and developing operational teams.
Strong understanding of investment products, transaction lifecycles, asset servicing and cash management.
Strong knowledge of operational risk, controls, reconciliations and exception management.
Proven ability to manage competing priorities and lead teams through change.
Strong stakeholder management, analytical, problem-solving and decision-making skills.
Advanced communication skills, with the ability to influence and build credibility across business and external stakeholder groups.
What to Expect
At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:
- Additional day for your birthday
- Hybrid working model
- Access to CFS Employer Super
- Life Leave - 3 days per annum
- Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need.
- Access to Corporate rates with BUPA Health Insurance
- Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing
CFS Culture
At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
This role is based on Wurundjeri Woi-wurrung Land (Melbourne).