Carol Keller

Member Solutions Manager at Prime Super
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Melbourne Area, AU

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5.0

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Shirlina Hii

Carol impressed me through the consistent demonstration of her professionalism, high standards and integrity, honesty and transparency in her dealings. She is a committed individual and never over promised and under delivered during those times I worked in the same group as her. She is a pleasant, sincere and passionate individual and I could always count on her. She is one of those colleagues of whom I could speak so highly with great pride.

Neil Cathie FCPA, GAICD, FCIS

Carol was the main point of contact at Group Benefits for superannuation administration matters associated with the Reece Superannuation Fund. At all times Carol demonstrated a professional and ethical approach to her work. Carol made an integral contribution to the smooth running of the Fund for the which the trustee directors were most grateful.

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Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Member Solutions Manager
      • Jun 2019 - Present

    • Administration Manager
      • Jun 2004 - Mar 2019

      My role was a diverse one incorporating team management, speaking to members face to face about their superannuation and mentoring/coaching staff. Key skills and attributes 1. Extensive technical superannuation knowledge and a passion for ongoing learning 2. Highly developed analytical skills 3. Ability to discuss superannuation concepts with members including defined benefits, salary sacrifice, personal contributions, pensions and transfer balance caps, insurance and risk and return concepts Show less

    • Team Leader/Senior Fund Administrator
      • Jan 2000 - Feb 2004

      Responsibilities: 1. Supervised and checked the day to day administration work performed by a team of 6 members- both senior administrators and administration assistants 2. Developed members of the team by acting as mentor and role model in both the legislative and administrative aspects of superannuation 3. Higher level administration of a portfolio of defined benefit and accumulation superannuation funds Responsibilities: 1. Supervised and checked the day to day administration work performed by a team of 6 members- both senior administrators and administration assistants 2. Developed members of the team by acting as mentor and role model in both the legislative and administrative aspects of superannuation 3. Higher level administration of a portfolio of defined benefit and accumulation superannuation funds

    • Senior Fund Administrator
      • Aug 1998 - Jan 2000

      Responsibilities: Day to day administration of a portfolio of defined benefit and accumulation style funds, including the higher level functions such as: 1. Ensuring compliance and service standards were met 2. Claims handling 3. Performing annual reviews Responsibilities: Day to day administration of a portfolio of defined benefit and accumulation style funds, including the higher level functions such as: 1. Ensuring compliance and service standards were met 2. Claims handling 3. Performing annual reviews

Education

  • Kaplan Professional
    Graduate Diploma of Financial Planning, Financial Planning and Services
  • Macquarie University
    Diploma Unit, Fast track Superannuation (PS 146)
    2003 - 2003
  • Macquarie University
    Diploma of Superannuation Management, Superannuation
    1993 - 1995

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