Key Accountabilities and main responsibilities
- Strategic Focus
- Provide superior service to funds, members and key stakeholders meeting Service and quality standards.
- Complete daily processing within required Service Standards.
- Operational Management
- Provide superior service to funds, employers and members by meeting Service and quality standards.
- Process and complete all operations administrative.
- Ensure compliance with all legislative, financial and fund specific procedures to minimise any risk to the business.
- Quality review work to minimise rework of tasks and maintain high quality standards.
- Ensure the quality and productivity standards are met.
- Complete all transactions across funds as required.
- Communicate effectively with internal and external stakeholders to resolve enquiries.
- Complete adjustments and investigations as appropriate and as instructed.
- Participate as a positive member of the team by co-operating with others to achieve the teams goals.
- Governance & Risk
- Comply with all company policies, our core values and procedures.
- Ensure compliance with all legislative, financial and fund specific procedures to minimise any risk to the business.
- To create & upkeep Business Process Manuals & Make training manuals.
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.
Experience & Personal Attributes
Experience
- 3-5 Years of experience in financial services industry
- Good understanding of relevant Superannuation legislation
- Sound knowledge of MS Office and other software packages
- Previous administration skills data entry / high volume type role, ideally in a financial service industry Accuracy and high attention to detail.
- Possess effective communication skills, both written and verbal
- Generate creative solutions to address problems and commit to follow through.
- Possess a sound knowledge of technical and compliance issues, understanding the relevant policies and legislation.
Personal Attributes
- Good investigation and problem-solving abilities. Ability to follow procedure documents and identify opportunities for process improvements.
- Customer focused with the ability to collaborate with others to achieve desired outcomes.
- Ability to prioritise and time manage multiple tasks to meet tight deadlines.
