THE OPPORTUNITY
Associate
Key Responsibilities:
- Support the daily processing of superannuation transactions, including member contributions, payments, and rollovers.
- Assist with reconciling accounts and maintaining accurate records of member transactions.
- Provide excellent customer service by responding to member inquiries and resolving issues in a timely manner.
- Ensure compliance with superannuation regulations and internal policies through close collaboration with the compliance team.
- Work with cross-functional teams, including finance, investments, and member services, to ensure seamless operations.
- Contribute to the continuous improvement of operational processes and member experience.
- Prepare and deliver reports and presentations for internal stakeholders.
- Participate in projects related to product development, system enhancements, and regulatory updates.
Key Qualifications & Skills:
- Bachelor’s degree in finance, business, or a related discipline.
- 1-3 years of experience in superannuation, financial services, or a related industry.
- Solid understanding of superannuation regulations and industry standards.
- Strong analytical skills with high attention to detail.
- Excellent communication and interpersonal skills, with a focus on delivering superior customer service.
- Proficiency in Microsoft Office, particularly Excel, and experience with superannuation software systems.
- Ability to work independently and collaboratively in a team-oriented environment.
Preferred Skills:
- Experience working with industry superannuation funds or within the financial services sector.
- Knowledge of Environmental, Social, and Governance (ESG) investment strategies.
- Project management experience, particularly in process improvements or system upgrades.
WHY US?
Why choose Capital Executive Search?
Personalised Service
We take the time to understand your unique needs and offer tailor-made solutions.
Expertise
With years of experience in financial services recruitment, we have the industry knowledge to find the perfect fit for both clients and candidates.
Integrity
Our transparent and honest approach ensures that you can trust us every step of the way.