
Financial Services Operations Professional
1 day ago
Job Title: Operations Specialist
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Overview:
\Ensure accurate and timely processing of transactions within agreed service standards. To work under the supervision of the Team Leader and perform administrative tasks.
\Key Accountabilities and Main Responsibilities:
\Strategic Focus:
\- Provide 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.
- Ensure compliance with all legislative, financial and fund specific procedures to minimise any risk to the business.
- Quality review work to minimise 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 co-operating with others to achieve the teams goals.
Governance & Risk:
\- Comply with all company policies, our core values and procedures.
- Ensure compliance with all legislative, financial and fund specific procedures to minimise any risk to the business.
- Create and upkeep Business Process Manuals and 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:
\Experience:
\- 3-5 Years of experience in financial services industry.
- Good understanding of relevant Superannuation legislation.
- Solid 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 prioritise and time manage multiple tasks to meet tight deadlines.
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