See yourself being part of a large, transformational change? This could be the role for you!
At Iress, we make things happen. We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000 people use our software, from the world's most iconic financial services brands to advice firms of all sizes, banks, insurers, investment managers, traders and brokers. Iress is one of Australia's largest technology companies and employs more than 2,000 people across Australia, The United Kingdom, Africa, Canada, France, New Zealand and Asia.
Build your career at Iress!
The primary purpose in this detailed role is responsible for processing incoming monies whether that be allocation to member accounts or return of funds to the source. Account maintenance changes on member accounts including change of name and address and more. Essential is the ability to have an in-depth understanding and appreciation of the tasks undertaken, and ability to execute allocated tasks within tight timeframes with a high level of accuracy.
Some of the awesome things you'll be involved with:
The completion of daily bank statement review and allocation of monies accurately and efficiently
The completion of allocated tasks associated with change of member data accurately and efficiently
Set up new members or review API members and generate welcome letters
To back up when needed in answering phone line
Service delivery inline with the agreed SLA Allocate contributions to member accounts daily
Workflow Actioning of workflow documents
Processing new member set up and new member letters
Processing member updates and confirmation letters
Responding to internal and external phone/email requests within agreed SLA
What you will bring:
1 - 2 years' experience in an office environment
Intermediate level Microsoft Office Suite (Excel and Word)
Customer service experience specially phone calls desirable
Time management
Very good written and verbal communication
High level of accuracy and attention to detail
Ability to work well under pressure when required, maintaining professionalism
Multi-tasking ability
Interpersonal skills
Strong analytical skills and problem-solving ability
Adherence to processes and procedures
Proactive approach and initiative
Why work with us?
8 additional paid days per year to extend your weekends
Hybrid working
Generous cash bonus for every successful referral
Starting school leave - 8.5 days of leave to assist your children with the transition to school
Up to 26 weeks' paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work
3 days' paid leave per year to participate in charity initiatives
Discounted health insurance premiums
Access to learning and development programs through Udemy
Iress is committed to fostering a welcoming and inclusive culture. We strongly believe that diversity is what makes our teams and our products succeed. Our people have different experiences, skills, perspectives and beliefs and everyone's uniqueness is valued and celebrated.
Our hiring decisions are never based on sexual orientation, race, gender identity, religion, disability, citizenship, marital or family status and age. Even if you feel you don't meet all of the requirements of the role, we would still like to hear from you!
We're also proud to be globally recognised as a WORK180 Endorsed Employer that promotes and supports all women in the workplace.
For more information about what we do, our people and values, please visit our website - https://www.iress.com/join-us/careers/
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Employment Type: Employee
Time Type: Full time
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