Financial Services Operations Professional

18 hours ago


Agra, Uttar Pradesh, India beBeeSeniorAssociate Full time ₹ 80,00,000 - ₹ 1,00,00,000

Job Title: Senior Associate

Job Description:

As a Senior Associate, you will play a key role in ensuring the timely and accurate processing of transactions within agreed service standards. You will work under the supervision of a Team Leader and perform administrative tasks to support the team's goals.

The successful candidate will have a good understanding of relevant Superannuation legislation and possess effective communication skills, both written and verbal.

You will be responsible for providing superior service to funds, members, and key stakeholders by meeting Service and quality standards.

  • Ensure daily processing is completed 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 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.
Required Skills and Qualifications:
  • 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 / 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.
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.


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