
Financial Services Administrator
5 days ago
Overview
Ensure timely and accurate processing of transactions to meet service standards. Work under the supervision of a Team Leader and perform administrative tasks.
Key Accountabilities and Main Responsibilities
Strategic Focus
- Deliver exceptional customer service to funds, employers, and members by meeting quality and service standards.
- Complete daily processing within agreed service standards.
- Operational Management
- Deliver exceptional customer service by meeting quality and service standards.
- Process and complete all operations administration.
- Ensure compliance with legislative, financial, and fund-specific procedures to minimize risk to the business.
- Review work to minimize rework and maintain high quality standards.
- Meet quality and productivity standards.
- Complete all transactions across funds as required.
- Communicate effectively with internal and external stakeholders to resolve enquiries.
- Adjust and investigate as appropriate and instructed.
- Participate positively in the team by cooperating with others to achieve team goals.
Governance & Risk
- Comply with company policies, core values, and procedures.
- Ensure compliance with legislative, financial, and fund-specific procedures to minimize risk to the business.
- Develop and maintain Business Process Manuals and training materials.
The above list of key accountabilities is not exhaustive and may change based on business needs.
Experience & Personal Attributes: Experience
- 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, ideally in a financial services industry.
- Accuracy and attention to detail.
- Effective communication skills, both written and verbal.
- Generate creative solutions to address problems and commit to follow through.
- Sound knowledge of technical and compliance issues, understanding relevant policies and legislation.
Personal Attributes
- Investigation and problem-solving abilities, ability to follow procedure documents and identify opportunities for process improvements.
- Customer-focused with 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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