Service Consultant
Service Consultant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
This role is responsible for the maintenance of TALs monies in through excellent service standards risk mitigation and building relationships with associated stakeholders. Additional adhoc support in Office Services tasks may also be required and include but not limited to managing escalations and complex exceptions from internal business partners within set services standards.
Accounts Receivable:
Deliver highquality Accounts Receivable services in alignment with TALs core values and Superannuation Rules.
Ensure accurate banking with daily reconciliation of bank statements of inbound funds to TAL within agreed timeframes and service standards.
Conduct investigative work on daily exceptions of unidentified funds and refer moneyin queries through appropriate channels as needed.
Process returned funds via Electronic Requisitions as advised by the business.
Ensure the accurate banking of all physical cheques within agreed timeframes in coordination with office services.
Maintain accurate and thorough notes as required.
Contribute to the Existing Business completion process by managing Bounce Back Super refund issues.
Ensure timely payment to vendors by verifying invoices and raising requisitions.
Provide daily support to external Super Funds via the Superstream inbox for Rollover in or Rollover out queries and issues.
Support to Stakeholders:
Assist Claims and Reconciliation teams in the investigation return or banking of funds as per provided instructions.
Support the Asteron Team with receipting amounts.
Assist the Commission team with updates to adviser account detail change requests.
Aid the Existing Business team with the recall of LEO files from Iron Mountain.
Ensure Controls Reports are performed weekly and monthly.
Additional Information :
Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyones responsibility.
If you are already a TAL employee please apply via the SmartRecruiters button in Workday and navigate to the Employee Portal. This is important to ensure that your application is recorded accurately.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
