Financial Services Operations Professional

1 day ago


Hubli, Karnataka, India beBeeOperations Full time ₹ 5,00,000 - ₹ 10,00,000

Job Title: Operations Specialist

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Overview:

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Ensure accurate and timely processing of transactions within agreed service standards. To work under the supervision of the Team Leader and perform administrative tasks.

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Key Accountabilities and Main Responsibilities:

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Strategic Focus:

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  • 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.
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Governance & Risk:

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

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Experience & Personal Attributes:

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Experience:

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  • 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.
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Personal Attributes:

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  • 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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