Ryker Capital is expanding its team and seeking a highly organized and detail-oriented Financial Analyst to support our Financial Advisers and broader operations department. This role is central to delivering exceptional financial planning solutions and superior service to clients by handling operational workflows, client data administration, compliance support, and quality control.
Core duties and responsibilities include:
- Operational Management: Coordinate daily financial administration, ensuring tasks adhere to quality guidelines, strict timelines, and regulatory compliance.
- Data Governance: Manage the collection, organization, and upkeep of client data while safeguarding data integrity, accuracy, and confidentiality.
- Compliance & Risk Control: Maintain alignment with regulatory standards and standard industry practices, actively identifying and reducing operational risks.
- Quality Assurance: Perform regular audits and reviews on deliverables to preserve accuracy and execute corrective actions when required.
- Communication & Liaison: Work closely with internal teams and Australian-based advisers to clarify requirements, clear bottlenecks, and foster smooth operations.
- Performance Tracking: Prepare detailed performance reports highlighting key metrics, trends, and actionable insights for process enhancement.
- Knowledge Facilitation: Conduct training and knowledge transfer sessions to align operational partners with established procedures.