Financial Services Specialist
3 weeks ago
We are seeking a skilled Financial Services Specialist to join our team at The Working Earth.
Job DescriptionAs a Financial Services Specialist, you will be responsible for identifying and receiving monthly contributions, performing monthly reconciliations, and processing monthly contributions and benefit claim payments. You will also be tasked with updating member data and resolving member queries, preparing investment documents, and assisting with the production of management and trustee reports.
Key Responsibilities:- Identify and Receive Monthly Contributions
- Perform Monthly Reconciliations
- Process Monthly Contributions and Benefit Claim Payments
- Update Member Data and Resolve Member Queries
- Prepare Investment Documents
- Assist with Management and Trustee Reports
To be successful in this role, you will require advanced Excel skills and 2 years of experience in a similar role within the retirement fund space. A BCom Accounting qualification is also necessary.
Salary and BenefitsWe offer a competitive salary range of $80,000 - $110,000 per annum, depending on your level of experience. In addition, you will receive a comprehensive benefits package that includes health insurance, retirement savings plan, and paid time off.
If you have not heard from us within two weeks, please consider your application unsuccessful. Your profile will be kept on our database for any other suitable positions. We invite you to contact us to discuss other career opportunities that may be available.
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