Financial Services Processing Specialist

20 hours ago

Docklands, Victoria, Australia Link Group Full time
Job Description:

Company Overview

Link Group is a leading provider of integrated technology solutions for the global financial services industry.

 

Salary

A competitive salary of $65,000 - $85,000 per annum, depending on experience, plus superannuation and other benefits.

 

Job Description

We are seeking an experienced Underwriting Administrator to join our team in Sydney. As an Underwriting Administrator, you will be responsible for ensuring 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 successfully 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 improvements that will aim to increase 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

To be successful in this role, you will possess comprehensive knowledge of superannuation legislation and administrative procedures (ideally a minimum of 3 years' experience).

You will also have 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, and excellent Word and Excel skills.

 

Desirable Qualifications

  • RG146/ASFA qualification.
  • Good understanding of relevant Superannuation legislation and industry knowledge.

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