Lonsec

Administration

• Execute day-to-day custodial and administrative functions relating to the IP Direct custodial MDA service
• Perform daily custody asset reconciliations (books and records management)
• Administer settlement processes with fund managers, brokers, and custodians
• Process asset transfers (in and out) and corporate actions
• Process income, foreign exchange, managed fund execution, and other investment administration tasks
• Prepare, calculate, and reconcile monthly fees
• Maintain internal systems and procedures relating to custody and administration functions
• Ensure all investment administration tasks are completed accurately and within required timeframes

Custody & Administration Officer

People Operations

• Partner with senior leaders to understand business priorities and deliver HR strategies aligned to organisational goals
• Provide commercially focused advice on workforce planning, organisational design, and talent management
• Act as a trusted advisor, offering insights and solutions to people-related challenges
• Contribute to a high-performance, engaged, and values-driven culture
• Provide guidance and coaching to managers on employee relations matters, including performance, conduct, and policy interpretation
• Manage employee relations issues end-to-end, including investigations, conflict resolution, and disciplinary processes
• Support performance management processes including goal setting, reviews, development planning, and addressing capability gaps
• Contribute to succession planning, leadership development, and remuneration decisions (salary reviews and promotions)
• Ensure consistent and fair application of HR policies and facilitate effective communication between employees and leadership
• Lead end-to-end recruitment, partnering with hiring managers to deliver timely and effective hiring outcomes
• Develop and execute sourcing strategies (e.g. LinkedIn Recruiter, SEEK) and build proactive talent pipelines
• Ensure position descriptions, hiring briefs, and recruitment processes are aligned to business needs and organisational structure
• Manage external recruitment agencies and ensure provider agreements are compliant and up to date
• Oversee HR operations across the employee lifecycle, ensuring efficient, compliant, and consistent people processes
• Maintain accurate employee records to support payroll, reporting, and compliance requirements
• Prepare and manage employment documentation, including contracts, letters, and organisational change communications
• Deliver HR reporting and analytics (e.g. workforce data, salary reporting, recruitment metrics, regulatory reporting such as ABS and WGEA)
• Manage regulatory and compliance requirements in collaboration with Risk and Compliance
• Oversee end-to-end onboarding and induction processes, including pre-employment checks and new starter experience
• Manage offboarding processes, including exit interviews, compliance requirements, and return of company property
• Analyse employee lifecycle data (e.g. exit feedback) to identify trends and inform retention and engagement strategies
• Continuously enhance the employee experience across the lifecycle
• Identify training needs and implement targeted learning and development initiatives in partnership with leaders
• Support employee development planning, including post-probation and ongoing capability building
• Source and coordinate internal and external training opportunities
• Support HR planning and organisational initiatives aligned to business priorities
• Contribute to continuous improvement of HR processes, systems, and policies
• Coordinate HR activities, meetings, and stakeholder engagement
• Support employee benefits and wellbeing initiatives
• Undertake additional HR projects and responsibilities as required

Custody & Administration Officer

People and Culture Business Partner