Financial Services / KYC/AML Analyst
Your Team, Your Way
Compliance & riskDedicated, not shared

KYC/AML Analyst

Perform customer due diligence checks and maintain KYC/AML documentation to a consistent, audit-ready standard.

This role · right now Screenshot Monitor
On shift · verifying customer #KYC-118
Active today6h 58m of 8h
KYC/AML tools
42%
CRM
26%
Document management
20%
Microsoft 365
12%
Timestamped screenshots
09:20
11:15
13:52
15:08 · now
Illustrative sample — actual report via screenshotmonitor.com
Stage 01 · Intake

Customer Intake

Handle inbound customer queries and initial case logging.

Stage 02 · Claims

Claims Processing

Administer and process claims through to resolution.

Stage 03 · Policy

Policy Administration

Administer policy issuance, endorsements and underwriting prep.

Stage 04 · Compliance

Compliance & Risk

Perform KYC/AML checks and compliance operations.

Stage 05 · Assurance

Reconciliation

Reconcile transactions and investigate exceptions.

Case lifecycle shown left to right — this role's stage is highlighted above.
Why Virtual Team

Five reasons clients stay past the first hire

Dedicated

One resource, only yours

No shared queue, no rotating cast. Your dedicated resource works exclusively for you and stays.

Leadership

25 years of Australian market experience

Founder Rohit Sahdev's 25 years in the Australian market, including senior leadership at Telstra, shape how every dedicated team is managed.

Transparent

You always know what your team is doing

Every dedicated resource works behind Screenshot Monitor — auditable activity and reporting, not a black box.

Flexible

No more "That's not my job."

Your dedicated outsourced resource adapts to what your business needs, takes ownership and grows their career by stepping up to new challenges.

Built for now

Capacity without the hiring squeeze

Skilled and reliable operational talent is harder to hire locally right now. A dedicated resource adds capacity without adding to that pressure.

The outcome this role is built for

Faster onboarding and stronger audit trails — because due diligence checks are completed thoroughly and documented consistently.

Role scope

What this role owns day to day

Core responsibilities

  • Perform customer due diligence checks against policy
  • Verify identity and source-of-funds documentation
  • Maintain KYC/AML records to an audit-ready standard
  • Flag unusual patterns for review by authorised staff

Works inside

KYC/AML toolsCRMDocument management

Reported on weekly

Case turnaroundTime to complete due diligence checks
CompletenessFiles with all required verification
Queue ageingChecks sitting past expected timeframe
Audit qualitySpot-checked documentation standard
Flexibility

Works your hours. Picks up the work.

Australian business hours

Aligned to your primary time zone and holiday calendar for day-to-day coverage.

9am–5pm style coverage, matched to your roster

Extended coverage

Stretch shift start/end times around peak claim or query volume.

Early-start or late-finish shifts, by agreement

Round-the-clock rotation

Rotating dedicated resources for genuine 24-hour case coverage.

Multiple dedicated seats, handover documented

What "no that's not my job" looks like in practice: a customer's documentation doesn't fit the standard verification path — it still gets investigated properly and escalated instead of being waved through.

What stays with your authorised staff

Suspicious-matter decisions and reporting remain authorised onshore activities. This role checks and documents — it doesn't determine outcomes.

Why this role is hard to scale locally

The market backdrop for KYC/AML hires

29% cash-flow risk

of Australian small businesses expected difficulty meeting financial commitments in June 2026.

Source: Australian Bureau of Statistics, June 2026
46% rising costs

of Australian businesses reported rising operating expenses in June 2026 — 65% citing overheads, 40% citing staffing costs.

Source: Australian Bureau of Statistics, June 2026
3.3% wage growth

Australian wage growth over the year to the March quarter 2026 (3.2% in the private sector), raising the cost of hiring locally.

Source: ABS Wage Price Index, March quarter 2026

Statistics checked in July 2026 from the Australian Bureau of Statistics and ServiceNow. See our Challenges We Solve page for full sourcing and context.

Not exclusive to financial services

The same skillset, wherever regulated cases need processing

Strip away the policy-specific platforms and this role is a recognisable shape: process a case through defined stages, apply documented rules, and keep a clean audit trail.

Common today

Doing this in-house with stretched staff, or paying a third party

  • Due diligence competes with other onboarding priorities
  • Checks get rushed under volume pressure
  • Documentation standards vary between analysts
The alternative

A dedicated KYC/AML analyst, outsourced to us

  • One resource whose only job is due diligence checks
  • Reports to your own compliance manager, not a third party
  • Same Screenshot Monitor transparency, direct to you
Where this shape of role also fits

Mortgage Broking

NCCP and responsible lending documentation follows the same compliance-prep discipline.

Compliance checklists

Accounting & Bookkeeping

Tax and audit compliance preparation shares the same documentation rigor.

Compliance platforms

Recruitment & Staffing

Right-to-work and compliance documentation checks mirror KYC discipline closely.

Compliance platforms

Telecommunications

Regulated complaint-handling timeframes mirror compliance obligations closely.

Complaint systems
Transparent reporting, on this role too
Screenshot Monitor active
Daily
Activity & app-usage log
Weekly
Reviewed with your team lead

No guessing what this role worked on. Full sample report on the Financial Services page →

How it works

Discovery, role design, and a candidate you interview yourself.

You define outcomes, tools and work hours. We source, screen and put forward candidates you interview and approve. Once live, your resource follows your systems, escalation model and reporting cadence — reviewed together on a schedule you set.

See the full onboarding model
Common questions

Questions about hiring a dedicated KYC/AML Analyst

Cost depends on experience level, working hours and specific responsibilities. Tell us your requirements and we'll put together a proposal for a dedicated KYC/AML Analyst.
Yes — working hours are agreed during setup to align with your operational needs, whether that's standard Australian business hours or extended coverage.
A dedicated KYC/AML Analyst works exclusively for your business, inside your own systems, reporting to your nominated manager — not a shared resource split across an agency's other clients.
We shortlist candidates against your actual role requirements, you interview and approve before anyone starts, and your dedicated resource is trained on your specific systems and processes from day one.
Your Team, Your Way

Ready to add this role to your team?

Tell us your onboarding volumes and current KYC tools — we'll shortlist candidates against your actual task list.

Start team design Back to Financial Services or call 0405 550 999

Tell us what you need

A short guided brief — no commitment, just a clear next step.

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