Australian Ethical is one of Australia's fastest-growing super fund and ethical investment manager. We are ASX-listed with over $10 billion in funds under management and offer a selection of award-winning managed funds and superannuation products.
Our purpose is to invest for a better world, and we have been pioneers in this space for over 30 years. For us, investing has two aims - generating solid financial returns and a positive impact for people, planet, and animals. At Australian Ethical, we prove that money can be a force for good. We do this by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen. We're a registered B Corp and fully committed to an inclusive, equitable and forward-thinking workplace culture.
Your New Role
In your new role as Operations Support Specialist, you'll use your superannuation client service expertise and project management skills to manage end-to-end the operational delivery of statements across Managed Fund, Superannuation and Pension products. You'll successfully develop and execute the statement delivery plan ensuring compliance with regulatory requirements, and drive and implement continuous improvement initiatives to uplift the statement process and champion the voice of the customer.
Key responsibilities include:
• Leading the statement delivery processes with accuracy and timeliness.
• Develop and maintain collaborative working relationships with internal and external stakeholders and vendors.
• Manage and execute statement development, testing and delivery.
• Continuously evaluate and enhance processes for improved member experience and increased efficiency.
• Own and deliver on projects and provide regular and effective management reporting.
About You
You're an experienced Operations specialist or Business Analyst who is extremely organised with exceptional attention to detail. You're adept at coordinating and prioritising projects with multiple stakeholders and thrive on process improvement. If you have all, or most of the following, we'd love to hear from you:
• 3-5 years' experience in superannuation/insurance client service and administration preferably from a project management or business analyst background
• Knowledge of superannuation and managed fund administration systems, processes and regulations
• Experience in data analysis and management reporting with demonstrable strong excel skills
• Relevant qualifications (RG146 or Diploma of Financial Services desirable)
You'll clearly be able to demonstrate our values of: authenticity, wisdom, action and empathy
What's in it for you
• A competitive salary, including short-term and long-term incentives including access to an Employee Share Plan
• Hybrid work arrangements
• Wellbeing program that includes an extra 5 days of leave above statutory requirement
• Purpose aligned volunteer days
• 20 days paid annual leave with an additional 3 paid days of annual leave over the Christmas period
Like to know more about working at Australian Ethical? Check out our Careers and Culture page here: https://www.australianethical.com.au/work-with-us/
At Australian Ethical we embrace diversity in our people and thinking. We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.
We believe supporting greater gender balance is key to our business growth and success, that's why we're proud to be one of eight organisations who have committed to the Financial Services Council (FSC) Women in Investment Charter. To find out more see here: https://www.fsc.org.au/policy/investment-management/gender-diversity/women-in-investment-management-charter
Join the Team
If this role interests you and you'd love to join the Australian Ethical team, apply here. We look forward to hearing from you!
Please note: Only short-listed candidates will be contacted. Applications or approached via recruitment agencies will not be accepted for this position.