Financial Services Coordinator

1 week ago

Pushkar, Rajasthan, India beBeeAdministrative Full time ₹ 10,00,000 - ₹ 15,00,000
Job Overview

This role is responsible for ensuring accurate and timely processing of transactions. The successful candidate will work under the supervision of a Team Leader and perform various administrative tasks.

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Main Responsibilities:

  • Provide superior service to funds, members and key stakeholders by meeting Service and quality standards.
  • Complete daily processing within required Service Standards.
  • Operational Management
  • 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.
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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.
  • To create & upkeep Business Process Manuals & Make training manuals.
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The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.

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Required Skills and Qualifications:

  • A minimum of 3-5 years 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.
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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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