Operations Executive

Eclipse Financial Management is a privately owned boutique financial planning firm located on the beautiful Mornington Peninsula, Victoria. With over 15 years of experience, we specialise in providing personalised, goal-driven financial advice tailored to each client’s unique circumstances. We take pride in building lasting relationships and creating solutions that evolve with our clients’ lives. Our approach is deeply consultative, ensuring we truly understand each person’s financial and lifestyle goals. At Eclipse, you’ll be part of a close-knit, values-led team where your work has real impact. Join us in helping people gain clarity and confidence in their financial future.

The Role

We are looking for a detail-oriented and proactive Operations Executive to join our new back-office team in India. You will be responsible for supporting day-to-day operational activities, maintaining data accuracy in our financial systems, and assisting planners with client-related tasks. This is a great opportunity to be part of a new function and contribute to the success of a growing financial services business.

Key Responsibilities

• Accurately enter and update client data in Xplan, Worksorted, fund platforms, and other financial systems.
• Extract and compile client information to support financial planners with queries and documentation.
• Maintain up-to-date and compliant client records, following standard operating procedures.
• Collaborate with team members and planners to ensure timely and high-quality service delivery.
• Manage operational checklists and contribute to process improvements.
• Prepare review packs and complete assigned tasks within set deadlines (training provided).
• Take initiative in learning new tasks and support additional duties as required.

Ideal Profile

What's on Offer?