Experience

SuperRatings

• Australia
• Financial Services
• 1 - 100 Employee

• Research Analyst

  • Dec 2021 - Present

  SuperRatings provides detailed data analytics to the Superannuation and Pension industry. My responsibilities include contributing to the research effort through detailed reporting which covers investment structures, fund performance, insurances, market review and overall industry outlook. • Liaising with superannuation/pension funds assessing the merits of their product. • Performing detailed analysis and maintain the integrity of all quantitative and qualitative data. • Achieving deadlines with respect to written reports and client reporting. • Preparing monthly, quarterly and annual reports reports of Superannuation and Pension offerings.



Australian Catholic Superannuation

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Client Services Manager

  • Jul 2021 - Dec 2021

  As an industry fund Australian Catholic Super is designed to benefit members rather than making profits for shareholders. ACS is big enough to matter yet small enough to care. We are self administered in which allows us to provide high quality personal service to our members within the education and community services sectors. As an industry fund Australian Catholic Super is designed to benefit members rather than making profits for shareholders. ACS is big enough to matter yet small enough to care. We are self administered in which allows us to provide high quality personal service to our members within the education and community services sectors.



Link Group (LNK)

• Australia
• Financial Services
• 700 & Above Employee

• Superannuation Specialist

  • May 2017 - May 2020

  This was a Senior Administrator position within our Defined Benefits and Corporate team in which I was responsible for looking after one of our largest Defined Benefit clients by:• Quality reviewing and authorising work to minimise rework of tasks and maintain high quality standards• Allocating workflow cases and tasks to be completed through the workflow systems to ensure that SLA's and quality targets are met• Providing support to the Administrators in the day-to-day management of their tasks• Providing regular feedback, advice, and guidance to the team to assist in development of staff• Managing, investigating, and resolving complaints, escalations, and complex enquiries• Assisting in the completion of SLA reporting as requested.• Interpreting policies and fund specific requirements to ensure compliance with all legislative and service standards• Communicating any changes to the team and provide appropriate feedback to team leaders• Processing and completing operations administrative duties as needed including benefit payments, member applications, correspondence, contributions, employer applications, emails and follow ups• Administration and peer reviewing of all Family Law tasks such as Form 6 valuations, Procedural Fairness, Binding Financial Agreements, Flagging Orders and Family Law payments/splits.• Assessing and approving complex Financial Hardship applications

• Senior Fund Administrator

  • Jan 2015 - May 2017

  Managing a portfolio of Defined Benefit clients, I was responsible for ensuring all of the day to day administrative tasks were completing within SLA and adhered to compliance standards. This included transfers In, Contributions, Payments, Pension Payments, reporting, fund accounting, annual reviews, insurance reviews, family law etc.

• Specialist - Contact Centre

  • Oct 2013 - Jan 2015

  This was a Contact Centre - Specialist position in which I was responsible for training and coaching new staff members, peer reviewing written correspondence, call monitoring, complaints handling and ensuring SLAs were being met as well as making inbound and outbound calls.



Russell Investments

• United States
• Financial Services
• 700 & Above Employee

• Member Services Consultant - General Advisor

  • Feb 2012 - Oct 2013

  Here I was responsible for all inbound and outbound communications with clients and advisors. I also provided phone based General Advice to customers in relation to Contribution strategies, Transition To Retirement strategies and insurance cover. Here I was responsible for all inbound and outbound communications with clients and advisors. I also provided phone based General Advice to customers in relation to Contribution strategies, Transition To Retirement strategies and insurance cover.



AMP

• Australia
• Financial Services
• 700 & Above Employee

• Customer Service Officer

  • Sep 2010 - Feb 2012

  This position was mainly a phone based inbound role mixed with some admin and senior responsibilities. This position was mainly a phone based inbound role mixed with some admin and senior responsibilities.