Execute and manage end-to-end operational processes for the Stake Super product, including client onboarding, rollovers, fee/payment handling, establishing bare trusts and SMSF account maintenance
Monitor operational processes to ensure compliance
Investigate and respond to customer requests and act as conduit between Customer Success and Operations
Assist with creation of operational procedural documents, reporting and best practices
Discover operational improvements through integration of AI and agentic solutions
Act as point of contact for routine operational issues and escalate complex matters to the Team Lead
Collaborate with Customer Success, Finance, Product and Compliance to ensure seamless service delivery
Collect and analyse customer feedback and operational data to provide insights for process and product improvements
Identify operational inefficiencies, suggest improvements, and maintain accurate organised records
Proactively identify and report potential compliance breaches or operational risks to the Team Lead
Requirements
At least 3 years experience in an operations or finance-related role (preferably within superannuation or financial services)
Demonstrated experience with process execution and data management
Experience with superannuation or SMSF administration is highly desirable
Demonstrated experience in cross-function engagement to solve complex problems
Detail-Oriented with high attention to detail for handling complex financial data
Strong analytical and problem-solving skills
Excellent verbal and written communication skills
Highly adaptable and resilient; comfortable in a fast-paced environment
Accountability and ownership of tasks through to completion
AI competence: well versed with LLMs and able to implement automated workflows and agentic systems
Benefits
Competitive remuneration package and benefits
Comprehensive health and wellness benefits
Extensive professional development opportunities
Flexible working arrangements
An exciting, inclusive, and supportive company culture
Exciting onsite facilities, including stocked fridges and a golf simulator
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