Associate

To provide superior service to funds, employers and members meeting service and quality standards by processing all operational administration including benefit payments, member applications, correspondence, investment switches, contributions, employer applications, emails and follow ups. To work in collaboration with others to complete daily tasks and offer support to their team. To work under the supervision of the Team Leader and perform administrative tasks.

Key Accountabilities and main responsibilities

Strategic Focus

• Identify and suggest improvements that aim to increase efficiency and quality standards across the business.
• Excel in Service Delivery

Operational Management

• Assist in reporting preparation as required.
• Review work to avoid re-work of tasks and maintain high quality standards.
• To ensure the quality and productivity standards are met.
• Complete all employer/member transactions across funds as required.
• Communicate effectively with internal and external stakeholders to resolve enquiries.
• Contact members and employers as needed to successfully complete tasks.
• Complete adjustments and investigations as appropriate and as instructed.
• Complete mandatory training by the required due date.
• Participate as a positive member of the team by co-operating with others to achieve the team s 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.
• To create upkeep Business Process Manuals Make training manuals.

Experience Personal Attributes

• Good understanding of relevant Superannuation legislation and industry knowledge
• Sound knowledge of MS Office and other software packages
• High levels of data entry and processing
• Accuracy and attention to detail
• Good investigation and problem-solving abilities.
• 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.
• 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.