Registry Officer

An exciting opportunity has arisen for a Registry Officer to join a highly respected financial services provider based in the heart of Melbourne CBD. This role offers you the chance to become part of a supportive and collaborative team that is dedicated to delivering exceptional customer and adviser experiences within the managed funds and investment solutions sector. You will be empowered to make a real difference every day, working in an environment that values continuous learning, growth, and improvement. With a strong focus on teamwork, shared outcomes, and professional development, this position is perfect for someone who thrives in a setting where your contributions are recognised and your commitment to excellence is celebrated. Flexible working opportunities, ongoing training, and a culture built on trust and respect ensure you can grow both personally and professionally while making a positive impact for customers, partners, and colleagues alike. * 9 Month Contract (Opportunity for extension) * 3 Days in office, 2 days WFH * Melbourne CBD office

What You'll Do

• Respond promptly and professionally to inbound calls and email enquiries from investors, branch staff, and advisers regarding managed funds and common funds queries.
• Process a wide range of administration tasks including applications, redemptions, switches, transfers, distributions, commissions, and account maintenance with accuracy and efficiency.
• Ensure all trade requests are processed by explicit deadlines while unitising transactions and sending confirmation statements to investors within required timeframes.
• Support monthly processing of commission enquiries as well as quarterly, half-yearly, and yearly distribution activities across managed funds products.
• Maintain accurate records by checking common fund accounts set up by the branch network against application forms in relevant systems such as RFS.
• Adhere strictly to internal control environments by following all risk management policies, compliance requirements, and reporting any errors or non-compliance events to management.
• Collaborate closely with team members to achieve daily registry goals while supporting special projects as directed by senior leadership.
• Deliver clear information to customers and advisers about products or processes without providing financial product advice in line with regulatory guidelines.
• Contribute actively to process improvements by identifying opportunities for greater efficiency or enhanced customer experience within registry operations.
• Demonstrate behaviour aligned with organisational values through active participation in team initiatives aimed at achieving shared objectives.
  
  

What You Bring

• Demonstrated high level of written and verbal communication skills enabling you to convey information clearly to customers, advisers, and colleagues alike.
• Proven ability to maintain meticulous attention to detail when processing complex transactions or handling sensitive client data within strict deadlines.
• Experience or understanding of managed funds or financial markets is desirable but not essential for success in this role.
• A positive attitude towards teamwork with a willingness to assist others whenever possible while contributing constructively towards group objectives.
• Initiative coupled with a drive for continual learning so you can adapt quickly to new processes or changes within the business environment.
• Strong client service orientation with prompt response times ensuring customer satisfaction remains at the forefront of your approach.
• Intermediate computer literacy including proficiency with Microsoft Word, Excel, Outlook, Teams; familiarity with RFS or Garradin systems would be advantageous.
• Ability to organise workload effectively through developed time management skills—prioritising competing demands without compromising quality or compliance standards.
• Previous experience in registry or operations roles within funds management is advantageous but not mandatory; customer service background highly regarded.
• Studies from a finance background are beneficial though not required; what matters most is your commitment to upholding compliance requirements at all times.
  
  

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.

To apply, please click "Apply" or contact Ali Alpe on +61 3 8628 2166 or [email protected] for a confidential discussion.