Pa2024opsonq437 - Technical Services Officer

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Get To Know Us:
SS&C GIDS provides information processing and computer software services and products. The Company’s operating segments include financial markets, customer management, professional services, and output solutions. SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries.

Why You Will Love It Here
- Flexibility: Hybrid Work Model
- Your Future: Income Protection Insurance & Salary Continuance
- Work/Life Balance: Generous Bereavement & Compassionate leave
- Your 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-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more

What You Will Get To Do:
The Technical Services Officer ensures that all regular scheme activities for clients are completed accurately, on time, and in compliance with regulations. Acting as a key contact for Superannuation Trustees and promoters, the role involves producing reports, invoices, and other key documents while ensuring adherence to documented business rules and procedures. Additionally, the officer supports the Technical Services Manager with scheme reviews, ad hoc projects, and the production of quarterly and annual statements, while actively participating in various initiatives across the DDH group.
- Manage insurance premiums, invoicing, and lapsing processes.
- Complete quarterly and annual scheme reviews, including rolling forward insurances and pensions.
- Assist in producing quarterly administration reports for Trustees.
- Schedule batch processes for fees and insurance, and generate monthly administration, adviser, and insurance invoices or statements.
- Support project planning and production of annual and quarterly statements for superannuation and IDPS schemes.
- Handle ad hoc and regular mailouts, including annual pension letters and DVA schedules.
- Perform regular data integrity checks, such as managing negative balance accounts and nil balances.
- Liaise with Trustees to document all business rules.
- Maintain accurate and up-to-date procedural documentation in line with legislative requirements.
- Review registry system reports for data accuracy and coordinate with the systems provider to resolve errors.
- Conduct internal audits to ensure compliance with procedures and coordinate the GS 007 annual audit.
- Regularly review and update letter templates stored in the registry system.
- Execute monthly pension runs and PDC files for all schemes.
- Perform other tasks as directed by the Technical Services Manager.

What You Will Bring:

- Strong ability to plan, prioritise, and organise work to meet deadlines.
- Effective team player with excellent interpersonal and collaboration skills.
- Proficient verbal and written communication, capable of engaging with diverse stakeholders clearly and professionally.
- Advanced skills in Microsoft Excel and Word, with the ability to create and manage complex documents and worksheets.
- Experience contributing to projects, including drafting project plans and scope documents, using internal and external data and resources.
- Solid understanding of the superannuation industry and associated legislation (desirable).
- Proven experience in managing fund transitions or start-ups (desirable).
- Relevant qualifications in superannuation, finance, or a related field (certificate level or higher, desirable).


Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.