Financial Services Professional

1 day ago

Tiruppur, Tamil Nadu, India beBeeSenior Full time ₹ 12,66,000 - ₹ 16,15,200
Senior Associate

    The Senior Associate is responsible for ensuring the timely and accurate processing of transactions, adhering to established service standards. Working under the supervision of a Team Leader, this role involves performing administrative tasks while maintaining high-quality standards.

Key Accountabilities:

  • Provide exceptional service to funds, members, and key stakeholders by 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.
  • 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.
  • Participate as a positive member of the team by cooperating with others to achieve the team's goals.

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 and upkeep Business Process Manuals & Make training manuals.

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

Experience & Personal Attributes:

  • 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.
  • 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.

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