Senior Associate - Superannuation

Overview

Ensure accurate and timely processing of transactions within agreed service standards. To work under the supervision of the Team Leader and perform administrative tasks.

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 :

• 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.