Operational Specialist

2 months ago


Brisbane, Australia Apex Group Full time

Operational Specialist

Location: Brisbane, Australia
Date Posted: Apr 3, 2023

**Description**

The Operational Specialist is responsible for delivering high quality and timely updates and correspondence to members to meet compliance and legislative obligations for superannuation administration services and projects to improve the services to client.

**Responsibilities**:
The role duties and responsibilities will include but not limited to the following:

- Perform various report runs for administration teams.
- Quality Assessment and data integrity checks on the databases.
- Running reports, disseminating data and end to end processing for correspondence runs for Lost members processing, Inactive Low-Balance Account members, protecting your super (PYS) and Putting members interests first legislation (PMIF).
- Increased access and authorisation levels to do required reporting updates such as STP, MyGov and ATO Portal updates. Queries with the ATO and relevant bodies.
- Processing rebates for fees, group, PYS.
- Consistent updating of Insurance Opt ins.
- Product Reporting as required.
- Nil account balance checks, correspondence, and closures.
- Reporting and processing duplicate member’s merging of accounts and member notifications.
- Adviser Fee Runs - Member accounts and payments to Advisers.
- Insurance reports and runs.
- Reports and requests for employer paid fees.
- New Employer set ups from employer kits and onboarding employers with relevant clearing house.
- Monthly data file reporting.
- Defined Benefit assistance/reports.
- Assisting with data and information for Audit purposes.
- Run reports to assist preparation of Administration Reporting in conjunction with the Team Leaders.
- Developing and implementing processes and procedures for the improvement in efficiency and accuracy of services to our clients.
- Working as part of project teams to deliver improvements and enhancements to our clients.
- Other duties and administration team support as required by Manager, Acurity Operations & Technology Governance

**Qualifications, Skills & Experience**
- RG146 Superannuation qualifications
- 5 years’ experience in Superannuation fund administration
- Previous experience in a similar role/ processing role
- Acurity systems knowledge and experience (preferable)
- Commitment to high standards of client service with balanced focus on priorities of the business
- Continual improvement mindset and a desire to strive and achieve optimal results.
- Excellent analytical and interpersonal skills
- Well-developed PC skills eg. Word, Excel, Outlook with speed and accuracy

**Skills and attributes Required**
- Ability to work well under pressure
- High level attention to detail
- Flexibility in work hours to meet the business requirements
- Strong team player
- Strong communication and analytical skills
- Strong organisational skills
- Strong problem-solving skills
- Ability to work independently
- Ability to prioritise tasks


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