Operations Administrator | Financial Services
Kennedy Reid ·www.kennedyreid.com.au
Apply direct
Kennedy Reid is partnering with a confidential financial-services client to appoint a highly organised Operations Administrator.
This is a discreet search. The client's identity and fuller business context will be shared with suitably aligned candidates during the recruitment process.
The opportunity
This is not a pure data-entry role. You will take ownership of a busy, detail-sensitive operational portfolio, ensuring documentation, financial administration and stakeholder activity are accurate, current and moving.
The role will suit someone who enjoys bringing order to complex workflows, spots issues before they become problems, and can balance accuracy with responsive client service.
Key responsibilities
Apply today or send your CV to alex.sacro@kennedyreid.com.au
This is a discreet search. The client's identity and fuller business context will be shared with suitably aligned candidates during the recruitment process.
The opportunity
This is not a pure data-entry role. You will take ownership of a busy, detail-sensitive operational portfolio, ensuring documentation, financial administration and stakeholder activity are accurate, current and moving.
The role will suit someone who enjoys bringing order to complex workflows, spots issues before they become problems, and can balance accuracy with responsive client service.
Key responsibilities
- Manage day-to-day operational administration across a portfolio of active client matters.
- Review incoming requests, prepare documentation and coordinate required approvals or execution.
- Process amendments, renewals, closures and other changes accurately and on time.
- Prepare invoices, credit notes and related financial documentation.
- Assist with receivables, payment follow-up, reconciliations and regular reporting.
- Maintain accurate records across internal systems and document-management platforms.
- Act as a professional point of contact for clients, partners and internal stakeholders.
- Identify process improvements and help keep workflows efficient as volumes grow.
- 3-5 years' experience in operations or administration within banking, insurance or financial services.
- Exposure to invoicing, receivables, reconciliations or financial administration.
- A strong eye for detail and the confidence to question information that does not look right.
- Experience managing high-volume, time-sensitive workflows.
- Clear written and verbal communication with clients and stakeholders.
- Strong Excel, Outlook and systems capability.
- A proactive, commercially minded approach to problem-solving.
Apply today or send your CV to alex.sacro@kennedyreid.com.au
Frequently asked questions
Who is hiring for the Operations Administrator | Financial Services role?
Kennedy Reid is hiring for the Operations Administrator | Financial Services position, a Shazamme client. Apply directly on the employer's career site.
Where is the Operations Administrator | Financial Services job located?
The Operations Administrator | Financial Services role with Kennedy Reid is based in Sydney, NSW, AU.
What does the Operations Administrator | Financial Services role pay?
Kennedy Reid lists the Operations Administrator | Financial Services role at AUD 100,000–110,000 per year.
Is the Operations Administrator | Financial Services role full-time or contract?
This is a full time position at Kennedy Reid.
What experience level is the Operations Administrator | Financial Services role?
The Operations Administrator | Financial Services position is aimed at mid-level candidates.
How do I apply for the Operations Administrator | Financial Services role at Kennedy Reid?
Apply directly on Kennedy Reid's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.