About Us
Automic Group brings together modern purpose-built technology with a dynamic and experienced team to tailor solutions for companies and funds to understand, engage and manage their investors. We provide a cloud-native single registry, employee share plan and board management platform, and professional services including company secretarial, ESG, accounting and finance, and investor and media relations.
Today, over 1,400 ASX listed and unlisted clients trust Automic’s 250 employees to manage their registry, investor and board requirements – and Automic is ranked number one on the ASX by number of companies serviced, with 750 listed clients. In the past two financial years, Automic has won 50%of IPOs and 70% of listed companies who have switched registries.
Our culture is innately entrepreneurial, comprising people who thrive in an atmosphere where ideas, actions and initiative are encouraged. Our core values, Customer Success, Ambition, Equality and Team are at the foundation of who we are and how we operate.
Job Description
About the Role
This role is ideal for someone who enjoys working with data, solving discrepancies, and ensuring financial accuracy. You will take ownership of bank reconciliations and unclaimed monies (UCM) processes, working closely with internal stakeholders and external institutions to maintain strong financial controls and regulatory compliance.
For internal applicants, this is an excellent opportunity to broaden your operational expertise, deepen your understanding of trust accounts and regulatory processes, and contribute to strengthening risk and control frameworks across the business.
Key responsibilities include:
Managing and reconciling client trust accounts
Investigating and resolving banking discrepancies
Monitoring investor funds within the registry system
Supporting unclaimed monies reconciliation, reporting and lodgments
Collaborating across Operations, Finance, Capital Markets, Risk & Compliance, Treasury Payments and Customer Success
Strengthening internal controls and identifying opportunities to reduce risk
You will play a key role in ensuring service delivery standards, regulatory obligations, and client expectations are consistently achieved.
Desired Skills and Experience
Skills and Experience
2–5+ years’ experience in financial services
Experience performing bank reconciliations
Strong analytical capability across large datasets
Advanced Excel skills
Experience preparing, reviewing and issuing business reporting
Understanding of trust accounts or investor registry environments (highly regarded)
Experience managing or supporting Unclaimed Monies processes (desirable)
About you!
To be successful in this role, we are looking for someone to bring:
A logical, problem-solving mindset with strong attention to detail
Accountability and ownership of deliverables
A proactive approach to identifying and improving controls
Confidence communicating with both internal and external stakeholders
Resilience in a fast-paced, high-growth fintech environment
Strong organisational skills with the ability to manage competing deadlines
A collaborative, team-first attitude
Whether you're an experienced finance professional or an internal team member ready to expand your operational control expertise, this role offers strong development exposure across banking operations, regulatory reporting, and stakeholder engagement.
If the above sounds like you, please apply for this exciting opportunity, or call Tracy Donnarumma in the Talent Team at Automic for a confidential conversation - 0467 481257
Please note, we may progress with applications prior to the advert close date.
