Financial Services Professional

2 days ago

Ajmer, Rajasthan, India beBeeFinancial Full time ₹ 8,00,000 - ₹ 12,00,000
Job Title: Financial Operations Specialist

Overview:

We are seeking a highly skilled and experienced Financial Operations Specialist to join our team. The successful candidate will be responsible for ensuring accurate and timely processing of transactions within agreed service standards.

Main Responsibilities:

  • 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 tasks.
    • Ensure compliance with all legislative, financial and fund specific procedures to minimize any risk to the business.
  • Quality review work to minimize 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 minimize any risk to the business.
  • Create and upkeep Business Process Manuals and 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.

Requirements:

  • 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.
  • 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.
  • Customer focused with the ability to collaborate with others to achieve desired outcomes.
  • Ability to prioritize and time manage multiple tasks to meet tight deadlines.

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