Analyst - Workplace Client Services

2 weeks 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._

  • Aps4 Junior Service Analyst

    3 days ago

    Melbourne, Australia Department of Employment and Workplace Relations Full time

    APS 4 - Melbourne, VIC; Bendigo, VIC; Canberra, ACT; Sydney, NSW - $82,039 - $87,737 **About the Department of Employment and Workplace Relations** We are committed to empowering futures, ensuring rights and enriching lives. We support people to have safe, secure and well-paid work with the skills for a sustainable future as we ourselves strive to be a...

  • Client Experience Analyst

    3 days ago

    Melbourne, Victoria, Australia Slater And Gordon Lawyers Full time

    Slater and Gordon Lawyers are a leading personal injury and class actions law firm where every member of our team has a shared passion for our clients: we are people caring for people.Our commitment to our people includes offering genuine work-life balance, with a hybrid work environment allowing them to split their time between home and the office.We...

  • Tech Analysts

    6 days ago

    Melbourne, Australia Starling Services Full time

    **Tech Analysts** Job Type - Contract (6-12 Months) Contract Type - Full Time Starling Services is an Australian owned primary player in recruitment, resource management and facility management services in Australia. The footprints of Starling Services are spread among all segments of the industries - Logistics, Facility Management, Education, Information...

  • Client Reporting Analyst

    1 week ago

    Melbourne, Australia Toll Group Full time

    About Toll Group At Toll, we do more than just logistics - we move the businesses that move the world. Our 16,000 team members can help solve any logistics, transport, or supply chain challenge - big or small. We have been supporting our customers for more than 130 years. Today, we support more than 20,000 customers worldwide with 500 sites in 27 markets,...

  • Client Experience Analyst

    5 days ago

    Melbourne, Victoria, Australia Slater and Gordon Lawyers Full time

    Slater and Gordon Lawyers are a leading personal injury and class actions law firm where every member of our team has a shared passion for our clients: we are people caring for people.Our commitment to our people includes offering genuine work-life balance, with a hybrid work environment allowing them to split their time between home and the office. We...

  • Client Experience Analyst

    5 days ago

    Melbourne, Victoria, Australia Slater and Gordon Lawyers Full time

    Slater and Gordon Lawyers are a leading personal injury and class actions law firm where every member of our team has a shared passion for our clients: we are people caring for people.Our commitment to our people includes offering genuine work-life balance, with a hybrid work environment allowing them to split their time between home and the office. We...

  • Analyst/Associate, Global Client Group

    3 weeks ago

    Melbourne, Victoria, Australia Dimensional Fund Advisors Full time

    Join to apply for the Analyst/Associate, Global Client Group role at Dimensional Fund AdvisorsJoin to apply for the Analyst/Associate, Global Client Group role at Dimensional Fund AdvisorsDimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes...

  • Analyst/Associate, Global Client Group

    3 weeks ago

    Melbourne, Victoria, Australia Dimensional Fund Advisors Full time

    Join to apply for the Analyst/Associate, Global Client Group role at Dimensional Fund AdvisorsJoin to apply for the Analyst/Associate, Global Client Group role at Dimensional Fund AdvisorsDimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes...

  • Private Client Analyst

    2 weeks ago

    Melbourne, Australia Commonwealth Bank Full time

    **Private Bank Analyst**(Commercial Lending)**:**About us** **Commonwealth Private**strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a...

  • Analyst Client Acquisition

    4 days ago

    Melbourne, Australia Commonwealth Bank of Australia Full time

    Analyst Client Acquisition **Analyst Client Acquisition** **See yourself in our team** Our Business Banking (BB) business serves over 10,000 clients in the medium to large business segment across Australia, with complex financial needs and turnover between $10m to $500m. We are committed to understanding our clients, and delivering insights and creative...