Workplace Client Services Leader

• Put your fingerprints on the future to progress your career
• Permanent full time opportunity
• Location: Sydney or Melbourne

 

The opportunity to join our team

As the leader of workplace client services, you will be responsible to deliver on complex production/administrative support functions and change initiatives accurately and safely. Managing a team of 16 analysts, the ideal candidate will have strong people management experience, effectively leading a team to handle complex business requirements.  

 

Key Responsibilities:

• Oversee a team of analysts in implementing change initiatives within Workplace Operations, exemplify our principles, drive transformation, and enhance team engagement, skills, and performance.
• Continuously improve processes, standards, and quality by integrating enterprise-wide and industry-leading practices to address the evolving needs of the business.
• Develop and maintain frameworks and processes to ensure that delivery tasks are executed and measured effectively, achieving high-quality and efficient outcomes.
• Encourage ongoing enhancement and agile practices (or other frameworks) to improve capabilities and delivery effectiveness.
• Oversee resource allocation and change management across multiple initiatives, balancing business requirements with team skills and individual development, while resolving issues and conducting regular reviews with the Head of Plum Super & Workplace Operations to address goals, budgets, targets, and risks.

 

What you will bring:

• Proven experience as a manager or lead in either Operations or Delivery team
• Strong understanding of system interfaces, platforms, databases and financial data flows is required.
• Advanced Excel skills and system/platform knowledge for troubleshooting and coaching are required, with a mandatory background in superannuation.
• Proficiency in writing and presenting board papers, along with database reporting up to the board, is essential.
• Understanding of superannuation rules and regulations (mandatory).
• Knowledge of superannuation administration processes (mandatory).
• Knowledge of defined benefit superannuation funds (mandatory).
• Familiarity with ATO Superstream Data Standards (preferred).

 

Make your move. Make your mark.

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.

 

Showing up for every Australian

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.

 

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.