• Use AI tools to generate, structure, and refine Statements of Advice (SOAs) and Records of Advice (ROAs) in accordance with Australian regulatory requirements and best practice standards • Apply critical review skills to AI-generated advice documents, checking for accuracy, compliance, suitability, and client-specific relevance before adviser sign-off • Conduct investment, insurance, superannuation, and strategic research to inform and quality-check advice content • Prepare annual review documents, portfolio reports, and client review packs using workflows • Analyse client financial data to model scenarios and projections in support of advice strategy • Ensure all advice documents comply with relevant compliance frameworks, including AFSL requirements and the Best Interests Duty • Liaise with the adviser to refine advice strategies and ensure accurate reflection of client goals and circumstances • Maintain and update document templates to ensure consistency and efficiency • Coordinate and prepare for scheduled annual and semi-annual client reviews • Compile pre-meeting packs including portfolio valuations, asset allocations, and fee disclosure documents • Update client records and financial data in the CRM/practice management system following review meetings and as work is conducted throughout the year • Track review schedules and follow up on outstanding client actions post-meeting • Handle client onboarding administration including data collection, file setup, and ID verification • Process new business applications, rollovers, and product instructions with fund managers, insurers, and super funds • Correspond with clients, product providers, and third parties via email and phone in a professional and timely manner • Maintain accurate and up-to-date client files and records within the practice management system • Prepare Fee Disclosure Statements (FDS) and Opt-In notices as required • Assist with compliance documentation, file notes, and audit trail maintenance • Support invoicing, fee collection, and general office administration as required

Role Description This is a technical business operations leadership role dedicated to the internal resource management of the Hardware Platform Solutions (HPS) engineering group. As the Operations Lead, you are responsible for the strategic oversight and day-to-day management of a team of internal buyers and administrative staff executing budget tracking and asset management. You ensure that high-stakes hardware development remains fiscally transparent by providing the engineering team with a 360-degree view of all internal costs—from equipment investments to project-specific spending and general overhead. Qualifications - Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is preferred. - 7+ years of experience in project operations or departmental budget management, with at least 2 years in a supervisory or team-lead capacity within a hardware, manufacturing, or R&D environment. - Deep understanding of tracking CAPEX (fixed technical assets) and OPEX (variable project spend and general overhead). - Proven ability to manage a small team while handling complex data sets and procurement workflows in a fast-paced engineering setting. - Ability to "speak the language" of engineers while providing clear, authoritative direction to administrative and buying staff. Requirements - Manage a team of internal buyers and admins; define clear roles and responsibilities to ensure the "Purchase-to-Pay" workflow meets critical engineering milestones. - Establish and enforce standardized procurement protocols for the team to ensure data integrity and audit readiness across all HPS financial transactions. - Act as the escalation point for complex procurement hurdles, streamlining communication between buyers, vendors, and the engineering lab. - Oversee the end-to-end tracking of hardware-specific capital investments, including lab instrumentation, specialized machinery, and testing infrastructure. - Partner with engineering leads and your buying team to ensure all equipment procurement follows internal workflows and stays within the department’s allocated investment envelope. - Execute real-time monitoring of internal operational spending, focusing on prototype materials, vendor-on-premise costs, and specialized engineering software licenses. - Lead monthly budget reviews with admins and buyers to identify and correct variances between planned spend and actuals, flagging risks to engineering leadership. - Track and manage the HPS group’s internal overhead, including facilities-related hardware costs, recurring software subscriptions, and general lab supplies. - Mentor the administrative team on financial software and budget tracking tools to improve the accuracy of reporting and the speed of procurement cycles. - Own and update the HPS Operations Dashboard (Power BI, Tableau, or Excel), translating raw spending data from your team into simple, scannable insights for the technical team. - Act as the internal point of contact for navigating procurement and business management systems to ensure the lab has the resources it needs to operate efficiently. Company Description Celestica (NYSE, TSX: CLS) enables the world’s best brands. Through our recognized customer-centric approach, we partner with leading companies in Aerospace and Defense, Communications, Enterprise, HealthTech, Industrial, Capital Equipment and Energy to deliver solutions for their most complex challenges. As a leader in design, manufacturing, hardware platform and supply chain solutions, Celestica brings global expertise and insight at every stage of product development – from drawing board to full-scale production and after-market services for products from advanced medical devices, to highly engineered aviation systems, to next-generation hardware platform solutions for the Cloud. Headquartered in Toronto, with talented teams spanning 40+ locations in 13 countries across the Americas, Europe and Asia, we imagine, develop and deliver a better future with our customers.

• Manages the daily operations of the Claims business unit • Gathers and analyzes data and reports that pertain to the overall operation of the Claims business unit • Develops solutions and implements actions to resolve problems and ensure customer satisfaction • Directs efforts to implement risk management and quality improvement initiatives • Coordinates and monitors training efforts to ensure that necessary education tools are provided to employees • Identifies, analyzes, and monitors business technology requirements and enhancement possibilities • Monitors and controls operating expenses

• Serve as the primary incident lead during your region’s daytime hours, coordinating technical investigations, centralizing communication, and engaging the appropriate engineering and SRE teams when escalation is required. • Respond to escalations from Tier 1 support, using runbooks, metrics, logs, and system diagnostics to investigate and remediate issues or determine when escalation to Tier 3 is necessary. • Develop and update runbooks, workflows, and operational documentation to ensure consistent and reliable responses to recurring issues, collaborating with product teams to expand coverage over time. • Write, maintain, and enhance automation scripts and tools that streamline common remediation steps, improve response times, and reduce manual operational overhead. • Use metrics, logs, and tracing tools (Grafana/Prometheus, GCP Monitoring, OpenTelemetry) to proactively identify problems, validate system behavior, and support continuous improvement of detection mechanisms. • Act as the central point of communication during active incidents, ensuring timely updates and clear routing to the correct product engineering and SRE stakeholders. • Collaborate with reliability and product teams to share insights, recommend improvements, and help refine processes that enhance the stability and operability of our systems. • Participate in a shared weekend on-call rotation to help maintain operational coverage for production systems, responding to incidents and escalations as needed and coordinating with engineering teams when issues arise. • Help establish operational best practices, refine workflows, and prepare the foundation for a broader reliability operations function.