Implementation Process & Projects Specialist

Duties and responsibilities: Project Coordination & Tracking

• Maintain visibility of all implementation projects, including onboardings, launches, offboarding's, 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 & 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, offboarding's, 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.

Deadline:22nd September,2026