Hybrid Operations Analyst

Posted last month

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About the role

  • 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

Job title

Operations Analyst

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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