Financial Operations Specialist

4 days ago


Solapur, Maharashtra, India beBeeOperations Full time ₹ 9,00,000 - ₹ 12,00,000

Job Overview

Process financial transactions accurately and efficiently within specified service standards. Work collaboratively with team members to achieve operational goals.

Main Responsibilities and Key Accountabilities:

Strategic Focus

  • Provide excellent customer service to stakeholders, meeting high-quality standards.
  • Complete daily tasks within required service levels.

Operational Management

  • Offer superior support to clients, employers, and members by adhering to service and quality standards.
  • Process and complete administrative tasks as needed.
  • Evaluate work to minimize rework and maintain high-quality standards.
  • Maintain productivity and quality standards.
  • Complete transactions across funds as necessary.
  • Communicate effectively with internal and external stakeholders to resolve queries.
  • Address adjustments and investigations as instructed.
  • Collaborate positively with the team to achieve shared objectives.

Governance & Risk

  • Comply with company policies, core values, and procedures.
  • Ensure adherence to legislative, financial, and fund-specific procedures to mitigate risks.
  • Develop and update business process manuals and training materials.

The list of key accountabilities is subject to change based on business needs.

Requirements and Qualifications

We are seeking an individual with 3-5 years of experience in the financial services industry who possesses:

  • A strong understanding of relevant superannuation legislation.
  • Skillful use of MS Office and other software packages.
  • Previous administration experience, preferably in a high-volume data entry role.
  • Excellent communication skills, both written and verbal.
  • Able to generate creative solutions to address problems and commit to follow through.
  • A solid knowledge of technical and compliance issues, including relevant policies and legislation.

Personal Attributes

  • Good investigation and problem-solving abilities.
  • Customer-focused with the ability to collaborate with others to achieve desired outcomes.
  • Able to prioritize and time manage multiple tasks to meet tight deadlines.


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