Analyst - Workplace Client Services

4 months ago

Melbourne, Australia Insignia Financial Ltd Full time

Analyst - Workplace Client Services

**Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Helping around 2 million Australians do more with their money
- 3 x Analyst - Workplace Client Services, Permanent Full Time Opportunity.
- Location: Sydney and Melbourne

**The opportunity to join our team**
- As a Analyst in workplace client services, you’ll have your own portfolio of super plans and you’ll be tasked with objectives like contribution, withdrawal processing and monthly, quarterly and annual monitoring and reporting. You’ll deal with members around complex member enquiries, benefit plans and quotations and with Employers around contributions, reporting and general questions that arise.**Key Responsibilities**:

- Assist the Leader in ensuring the safe and timely delivery of accurate employer and member data and payments across various platforms and databases.
- Oversee and manage complex employer plans and client portfolios.
- Analyse complex data scenarios, perform root cause analysis, and resolve issues.
- Execute data cleansing and reconciliation tasks.
- Coordinate and implement changes to enhance data quality and plan maintenance across different departments.
- Review and support the Data Integrity framework and operating processes.
- Work independently and collaboratively with mínimal supervision.
- Attention to detail, prioritise tasks based on key deliverables, and approach problems analytically.

**What you will bring**:

- Proven experience in an analytical or operations role within the Superannuation Industry.
- Extensive experience with system registries, interfaces, platforms, and financial data flows.
- Advanced Excel skills and experience with Defined Benefits (mandatory).
- Understanding of superannuation rules and regulations (mandatory).
- Knowledge of superannuation administration processes (mandatory).
- Knowledge of defined benefit superannuation funds (mandatory).
- Familiarity with ATO Superstream Data Standards (preferred).

**Make your move. Make your mark.**

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway - and every day. The first point of contact for our clients whenever they need support.

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.

**Showing up for every Australian**

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you - what matters to you, matters to us.

**To Apply**
- Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._

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