About this role
Job title: Implementation Coordinator
Duties and responsibilities
Project Coordination and Tracking Maintain visibility of all implementation projects, including onboardings, launches, offboardings, and change requests. Develop, maintain, and continuously improve the team's project tracking framework. Ensure project status information remains accurate, current, and accessible to stakeholders. Coordinate and facilitate project-related client engagements and status meetings. Arrange introductions between clients and relevant internal stakeholders to support successful project delivery. Establish and maintain recurring project update meetings for complex or high-priority implementations. Support the production of project reporting and management information.
Operational Oversight Monitor the Implementations inbox and ensure queries are appropriately allocated and responded to. Maintain project checklists and documentation to ensure completeness and consistency. Ensure all project-related information is stored appropriately and remains easily accessible. Drive adherence to implementation governance, processes, and tracking standards.
Process Improvement and Automation Proactively identify opportunities to improve implementation processes, workflows, and communications. Evaluate and implement automation and AI-driven solutions to reduce manual effort and improve team efficiency. Assess and recommend suitable tools and platforms to support project tracking and reporting requirements. Partner with stakeholders to streamline operational processes and eliminate inefficiencies. Deliver measurable process enhancement initiatives on an ongoing basis. Present improvement recommendations and implementation plan to management.
Stakeholder Engagement Collaborate closely with Implementation Specialists, Business Development, Legal, Trades, and other internal teams. Build effective relationships with clients and internal stakeholders. Facilitate effective communication throughout the implementation lifecycle. Support change adoption associated with new processes, tools, and ways of working.
Required qualifications and experience
Minimum Requirements Relevant tertiary qualification in Commerce, Finance, Business Administration, Operations, or a related field. 3-5 years' experience within financial services operations, fund administration, client onboarding, project coordination, or a related environment. Strong administrative, coordination, and organisational skills. Advanced proficiency in Microsoft Excel and Microsoft Office applications.
Advantageous Experience within fund administration, asset management, investment operations, or transfer agency environments. Exposure to workflow automation, process optimisation, business improvement initiatives, or project management methodologies. Experience working with SharePoint, Power Platform, workflow tools, AI solutions, or similar technologies. Knowledge of onboarding and account opening processes within financial services.
Key competencies Strong project coordination and organisational capability. Process-improvement and continuous-improvement mindset. Ability to analyse workflows and identify optimisation opportunities. Strong stakeholder management and communication skills. High attention to detail and accuracy. Ability to balance operational delivery with strategic process enhancement initiatives. Self-motivated and capable of working independently. Strong problem-solving and analytical thinking skills. Comfortable operating in a dynamic and evolving environment.
Why this role
As Prescient Fund Services continues to grow and manage an increasing volume of client implementations, onboarding projects, launches, offboardings, and change initiatives, there is a need for dedicated oversight, coordination, and continuous improvement across these activities. This role has been created to provide a single source of truth for project visibility, ensuring that all implementation work is accurately tracked, effectively communicated, and delivered efficiently.
Beyond operational coordination, the role serves as a key driver of process optimisation and innovation within the Implementations function. By identifying opportunities to streamline workflows, implement automation, and leverage emerging technologies, the successful incumbent will help improve team efficiency, enhance the client experience, and support the scalability of the business. The role is designed to balance day-to-day operational excellence with a strong focus on continuous improvement, enabling the team to operate more effectively as the organisation continues to evolve.