Overview Ensure the accurate and timely processing of member transactions within agreed service standards.
Key Accountabilities and Main Responsibilities Provide superior service to funds, members and key stakeholders meeting Service and quality standards Complete daily processing within required Service Standards.
Ensure processing standards meet quality levels by achieving at least 98% quality of work across all elements of the role.
Process and complete all operations administrative including but not limited to: underwriting acceptances, declines, applications, member applications, correspondence, emails and follow ups Proactively follow up receipt of underwriting documentation with members as required Update insurance details in appropriate systems Liaise with insurers and third parties to finalise additional insurance coverage as requested by members 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 Complete all member transactions across funds as required Participate and complete pre and post system for enhancements on an as needed basis Communicate effectively with internal and external stakeholders to resolve enquiries Contact members as needed to successful complete requests Complete adjustments and investigations as appropriate and as instructed Actively participate as a member of the team providing support to other areas of the business as required Comply with all company policies, values and procedures Suggest and identify improvement that will aim in increasing efficiency and quality standards across the business Participate as a positive member of the team by co-operating with others to achieve the team's goals Experience & Personal Attributes Comprehensive knowledge of superannuation legislation and administrative procedures (ideally a minimum of 3 years' experience) Accuracy and attention to detail Sound understanding of financial information Excellent investigative and problem solving skills Excellent communication skills, both verbal and written Excellent organisational and interpersonal skills Excellent Word and Excel skills Ability to think laterally Experience in the financial services industry Desirable Qualifications RG146/ASFA qualification Good understanding of relevant Superannuation legislation and industry knowledge
