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You will be updated with latest job alerts via emailAnnual Review: Ensure all year end annual review activities are allocated and actioned within agreed time frames.
Annual Statements: Ensure all annual statement activities are actioned within agreed time frames work with internal and external stakeholders to achieve agreed outcomes
Project Management:
control all project activities on a daytoday basis delivering outcomes to expected quality time and budget
Ensure all project related activities are adequately documented and available
Ensure interdependencies with other concurrent projects are identified and managed
Ensure the project deliverables are appropriately reviewed and signedoff
Escalate issues and risks requiring attention and or support for resolution
Processing: Complete tasks as assigned to assist/ detect/resolve complex data related issues across Superannuation and Managed Funds and ensure all are completed within the contracted SLAs
Reporting Step in as needed to assist the team with Trustee/Board & Regulatory Reporting
Fund level services Completion of all regular fund related processes including fee and reconciliations reporting
Qualifications :
Experience or exposure of over 5 years from the Superannuation Managed Funds Wealth Management or similar Financial Services sectors
SQL experience
Ability to engage with stakeholders (both internally and externally).
Knowledge of Superannuation legislation and Managed Funds best practice.
High level of accuracy and attention to detail as well as adherence to processes and procedures
Strong Microsoft excel skills
Demonstrate high level of problem solving and team engagement skills
Previous experience in annual statement/ annual review data management projects
Business analyst experience preferred
Proficiency in Project Management preferred
Additional Information :
Why youll love working at GROW
Looking for a job can be stressful and we dont want you agonising over the wording of your cover letter so dont include one. Just make sure your CV is wellwritten and detailed enough so we can get a better idea of the type of person you are. Even if you dont meet every single requirement but you feel inspired to join our mission we encourage you to send in your application. You never know you could be the perfect person to join our team!
We are a Circle Back Initiative Employer we commit to respond to every applicant
#LIHYBRID
Remote Work :
No
Employment Type :
Fulltime
Full-time