Fund Administrator

We are looking for someone to join our amazing Client Experience team working across our Australian business. As a Fund Administrator at FNZ, your primary responsibility will be to deliver top-notch fund administration and client services to both new and existing clients, advisers, and product owners using our exclusive administration platform. Your daily tasks will involve delivering services in a professional and efficient manner while adhering to established services and performance standards.

You'll be responsible for handling various core fund administration tasks, continuing to build your knowledge and experience across all facets of administration (money in, money out, maintenance and insurance).

The responsibilities will include:  

• Fund Administration: Efficiently handle day-to-day admin tasks, including opening and maintaining client accounts, managing contributions and rollovers, handling pension commencements and payments, processing insurance premiums and benefits, and reviewing other administrators' work.

• Client Service: Address customer inquiries through web chat, email, phone, and mail, ensuring their satisfaction.

• Service Delivery: Manage your workload in a fast-paced environment, ensuring work items are completed within agreed Service Level Agreements and Key Performance Indicators.

• Working with Others: Collaborate with team members and other departments to promptly address customer queries and issues, serving as an escalation point and assisting the Senior Manager as needed.

• Training & Competency: Receive training in various disciplines with regular assessments to measure competency and output quality.

• Continuous Improvement: Seek opportunities to enhance our processes once you have a thorough understanding of our procedures and disciplines.

• Other Tasks: Handle additional projects or tasks as needed to support the company's smooth operation, as well as providing overflow support for our Customer Experience team when/if required.

What are we ideally looking for in a successful candidate? 

• Minimum 2 years fund administration experience.

• Time management and the ability to prioritise.

• A high level of accuracy and attention to detail.

• The ability to solve problems and to autonomously investigate issues and potential solutions.

• Excellent computer literacy, particularly regarding the Microsoft Office suites.

• Excellent communication skills, both written and verbal.

• Able handle high volume workloads and perform in demanding situations from time to time.

• The ability to adapt to change –as a result of both legislation and Company changes.

• A willingness to perform above and beyond the call of duty.

If this role appeals to you, please apply by the 3rd of November 2024.

*Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time. 

For more information, please reach out to us! 

[email protected]

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.