Description:
Are you ready to be part of an organization that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
Your Team
The Corporate Actions - Investment Operations (IO) Team sits within the CFS Fund Services division. IO consists of five teams of SMEs: Trade Support, Corporate Actions, Asset Control, Asset Pricing and Static Data. Combined, they are responsible for maintaining an accurate Accounting and Investment Book of Records.
This position reports to the Corporate Actions Manager
Your Responsibilities
- Processing and settlement of Corporate Actions transactions are correctly captured.
- Working closely with, Custodian, Statutory Reporting, Group Tax, Auditors, and other stakeholders to ensure processing and reporting are aligned with best practice and regulatory requirements.
- Research market information sourced from varies vendors and exchanges to determine correct tax outcome in accordance with the applicable tax legislation.
- Lead and support team output to deadlines, goals, and objectives.
- Peer review and authorise all BAU workflow.
- Ad hoc projects as required for CA and Investment Operations
- Streamlining and enhancing current processes, updating SoPs
- Develop and coach team members to facilitate with their learning and development.
Your Capability and Experience
- SME knowledge of Australian and International corporate actions and tax related matters with 5+ years relevant industry experience.
- Strong Risk Mindset
- Comprehensive understanding of the application of tax principles for financial instruments, trust, and superannuation
- Understanding and experience in wealth management and/or investments industries
- Advanced communication (written and verbal)
- Self-motivated individual, pro-active style and desire to provide excellent service to customers.
- Familiarity with Simcorp Dimension essential
- Robust data analytical skills, advanced Excel
What to Expect
At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:
- Access to CFS Employer Super
- Life Leave - 3 days per annum
- Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need.
- Access to Corporate rates with BUPA Health Insurance
- Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing.
CFS Culture
At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate's employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.