
Financial Operations Specialist
1 week ago
This role is ideal for individuals with 3-5 years of experience in the financial services industry.
We are seeking a skilled and detail-oriented Senior Operations Associate to join our team. The successful candidate will be responsible for ensuring accurate and timely processing of transactions within agreed service standards.
- Responsibilities include providing 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.
- Communicate effectively with internal and external stakeholders to resolve enquiries.
Governance & Risk:
- Comply with all company policies, 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 position requires excellent communication skills, both written and verbal, as well as the ability to generate creative solutions to address problems.
To succeed in this role, you should have a good understanding of relevant Superannuation legislation, sound knowledge of MS Office and other software packages, and previous administration skills in data entry/high volume type roles.
Key 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 in data entry/high volume type roles.
- Possess effective communication skills, both written and verbal.
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