Stake Super Operations Analyst

Stake is looking for an Operations Analyst to join our team on a remote basis.

We’re an Australian investment platform with a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. We serve a global customer base of 750,000+ investors, with more than A$5 billion in assets under administration.

At Stake, we break barriers in everything we do. Just like our customers, we’re driven by ambition. Our desire for continuous growth is what creates the collaborative and high performance environment we work in. Though we’re spread around the world, we’re a unified team moving towards a shared vision: to unleash the investor in everyone. Join us as we continue to reshape the financial services industry, inspiring investor confidence and celebrating our wins along the way.

About this role

As an Operations Analyst at Stake, you will be a key contributor to the team that ensures the smooth and efficient operation of our Stake Super product. You'll be responsible for executing end-to-end operational processes, from customer onboarding to ongoing account management. This role requires a meticulous and proactive individual who can manage daily tasks, resolve customer issues, and contribute to process improvements, all while upholding the highest standards of accuracy and compliance. In this role you will:

• 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 the highest level of compliance.
• Act as a conduit between the Customer Success and Operations team by investigating and responding to customer requests.

• Act as a point of contact for routine operational issues and escalate complex matters to the Team Lead as needed.
• Work closely with internal stakeholders across Customer Success, Finance, Product and Compliance to ensure seamless service delivery.
• Collect and analyse customer feedback and operational data, and provide insights to the team to drive process and product improvements.
• Contribute to identifying operational inefficiencies and suggest improvements within existing workflows.

• Assist in maintaining accurate and organised records across all operational processes.
• Proactively identify and report any potential compliance breaches or operational risks to the Team Lead.

A bit about you

• At least 1 year of experience in an operations, or finance-related role, preferably within the superannuation or financial services industry preferred.
• Demonstrated experience with process execution and data management.
• Experience with superannuation or SMSF administration is highly desirable but not mandatory.
• Demonstrated experience in cross-function engagement to solve complex problems.
• A high level of attention to detail is crucial for handling complex financial data and ensuring accuracy.
• Strong analytical skills with the ability to identify and resolve operational issues effectively.
• Excellent verbal and written communication skills for interacting with customers and internal teams.
• Highly adaptable and resilient, comfortable working in a fast-paced and evolving environment.
• A strong track record of taking ownership of tasks and seeing them through to completion.

At Stake, we’re more interested in your attitude than your resume. If you believe this is a role you want to jump into, please apply and let us know why in your cover letter!

Benefits of working at Stake

At Stake you’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it.

Stake is an equal opportunity employer that values diversity. We’re proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We’re also endorsed by WORK180 as a great employer for women.

So what happens next?

Once we've received your application, we'll give it the attention it deserves and you'll hear from us either way. We’re a 2024 Circle Back Initiative Employer –which means we’re committed to responding to every applicant. If we think you’d be a good addition to our team, we’ll give you a call and from there, you'll cruise through our recruitment process.

To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.