Processing Associate

Advance your career and our mission

At Vanguard, we’re taking a stand for investors. That starts with you. The Manual Processing (MP) team handles all transaction requests from institutional investment-only and financial intermediary clients. This can include paperwork sent in via mail, fax, or requests taken over the phone from the Contact Center. Transactions can be Monetary such as additional purchases, bank wires, redemptions, and exchanges. Clerical requests include transfers, new accounts, and main requests such as legals, web, address changes, bank changes, registration updates and interested parties. In addition, we offer the assistance of a specialized team for certain intermediary clients that have specialized trading and/or servicing requirements

In this role you will have the opportunity to provide exceptional service to our clients, develop operational workflows and problem solve. You will be processing transactions and reviewing documentation to ensure requests have been completed accurately and in a timely manner. You will work closely with internal business partners, management and project teams as a subject matter expert to drive positive change within the operations department and have a direct impact on our shareholders.

Core Responsibilities

• Processes transactions and reviews documentation to ensure requests have been completed accurately and in a timely manner.
• Identifies processing and workflow issues to provide input on procedure updates and changes for overall improvement and effectiveness of processing.
• Provides necessary reporting, quality assurance responses, audit responses, and relevant paperwork as requested.
• Builds knowledge to support training and education of other teams on various processes. Acts as a resource to crew and assists with complex or elevated issues.
• Participates in special projects and performs other duties as assigned.

What it takes:

·       Previous processing experience preferred.

·       Comfort with ambiguity, sound business judgement and ability to apply critical thinking.

·       Strong time management for a fast-paced work environment.

·       Demonstrated ability to interact with and influence others.

·       Ability to build and maintain successful working relationships.

Experience working in a New Ways of Working (NwoW) environment preferred or ability to demonstrate/learn NWoW principals of constant process improvement

 

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.