Associate Operations Officer

We are seeking a full-time Associate Operations Officer to join and grow with us.

An Associate Operations Officer's job responsibilities and duties include, but are not limited to:

  • Provide administrative and operational support to various departments such as Operations, Client/Adviser Support, and Data Management;
  • Perform account opening and ongoing maintenance including preparation of relevant forms and/or documents, creating client profile in system, lodging application etc.;
  • Handle clients’ requests and inquiries related to their account, maintenance and reporting;
  • Process data entry into internal product database and service log sheets;
  • Assist with basic finance and payroll related tasks;
  • Collaborate with internal and external service providers, stakeholders to get work done;
  • Additional tasks and projects assigned by the Company from time to time;
  • Ensure all practices, procedures and regulations are adhered to in performing daily tasks/duties;
  • Follow and obey with all reasonable and lawful directions given by the Company.


  • You must be self-motivated, attention to details, and able to work under pressure and meet deadlines
  • Prior work experience in operations and client support in finance or wealth management is preferred.
  • Proficient in reading, writing, and speaking in English
  • Competent in computer, Microsoft Office applications, and GSuites
  • Familiar with Xero is beneficial.

Please send your cover letter and resume to We are looking forward to hearing from you!

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