
Senior Business Operations Coordinator
5 days ago
The Client Services Specialist role is a vital part of our team, responsible for processing superannuation administration activities and providing expert support. This includes managing insurance-related activities, quality checking, record keeping, and maintaining documentation.
Key Responsibilities:
Manage and process superannuation administration work items end-to-end, including customer liaison.
Contribute to basic project work to support the leadership team.
Liaise with advisors, solicitors, promoters, trustees, members, and peers to achieve optimal outcomes for clients.
Catalogue and organise records for reference, auditing, and reporting purposes.
Document process steps for all activity types, including checklists and processing milestones.
Perform quality and peer checks at a senior level.
Report monthly on work volumes, SLA adherence, and systemic issues.
Identify and escalate issues to the appropriate manager.
Provide backup support as required.
Carry out other duties as directed by the Client Services Manager.
Requirements:
Strong planning and organisational skills.
Excellent verbal and written communication skills.
Proficiency in Microsoft Excel and Word.
Benefits:
FLEXIBILITY: Hybrid Work Model
FUTURE SECURITY: Income Protection Insurance
WORK/LIFE BALANCE: Flexible Time Off
WELLBEING: Private Health Insurance discount, Primary & Secondary Paid Parental leave, Death & TPD Insurance
DIVERSITY & INCLUSION: Committed to Welcoming, Celebrating and Thriving on Diversity
TRAINING: Hands-On, Team-Customised, including SS&C University
EXTRA PERKS: Discounts on fitness clubs, travel and more
This is an excellent opportunity for individuals who are passionate about delivering exceptional client experiences and contributing to a dynamic team.
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