Financial Services Specialist

19 hours ago

Ahmedabad, Gujarat, India beBeeSenior Full time ₹ 80,00,000 - ₹ 1,20,00,000
Job Overview

We are seeking a highly skilled and experienced professional to join our team as a Senior Associate. The successful candidate will be responsible for processing transactions accurately and efficiently, while ensuring compliance with all relevant policies and procedures.

Key Responsibilities
  1. Process transactions in accordance with agreed service standards.
  2. Work under the supervision of the Team Leader and perform administrative tasks.
  3. Provide superior service to funds, members, and key stakeholders, meeting service and quality standards.
  4. Complete daily processing within required service standards.
  5. Ensure compliance with all legislative, financial, and fund-specific procedures to minimize any risk to the business.
  6. Quality review work to minimize rework of tasks and maintain high-quality standards.
  7. Participate as a positive member of the team by co-operating with others to achieve the team's goals.
Requirements
  • 3-5 years of experience in the financial services industry.
  • Good understanding of relevant Superannuation legislation.
  • Sound knowledge of MS Office and other software packages.
  • Previous administration skills, data entry, and 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. 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 prioritize and time manage multiple tasks to meet tight deadlines.

The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.

Benefits: As a Senior Associate, you will have the opportunity to work in a dynamic and supportive environment, with a competitive salary and benefits package.

Others: We offer a range of training and development programs to help you succeed in your role and advance your career.

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