Client Onboarding Administrator coordinating onboarding processes for clients at DJH. Ensuring all client documentation and information is collected and maintained efficiently within the onboarding team.
About the role
- Research Administrator role in SuperRatings collecting and organizing financial product data. Supporting research through data maintenance and ensuring quality information delivery within a collaborative team.
Responsibilities
- Collect and upload superannuation and pension fund data from websites and surveys, including fees, investment options, and insurance details
- Maintain data accuracy and consistency in the research database through structured processes
- Stay informed on industry trends and contribute ideas to improve data collection and delivery
- Prepare outputs for peer review and ensure high standards of quality and integrity
- Support knowledge management by organising and maintaining reliable data for future use
- Perform additional tasks as directed to support team operations
Requirements
- Tertiary qualification in Accounting, Finance, or Commerce
- Prior experience in the superannuation industry, with a solid understanding of fund structures, regulatory obligations, and disclosure requirements
- Previous roles in financial services, ideally involving data handling, compliance, or product analysis
- Strong data interpretation and analytical skills, with the ability to identify trends and ensure accuracy
- Solid understanding of financial documents such as Product Disclosure Statements and Annual Reports, and familiarity with investment products and asset classes
- Proficiency in Microsoft Excel (intermediate to advanced), Word, and Outlook
- Excellent attention to detail, written communication, and time management skills.
Benefits
- Ongoing flexible working arrangements
- Family friendly work-life balance
- Paid parental leave
- Volunteer and Study leave
- Genuinely open and supportive culture with an approachable executive team
- Ongoing training and professional development
- Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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