We are looking for multiple people 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).

This is a 6 Month Fixed-Term opportunity.

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.

What is in it for you?

• A hybrid 3+2 model combining working from the office and from home.

• A competitive salary and excellent benefits, including full comprehensive health insurance, Life insurance, additional annual leave days after your first 12 months, sick days, and more.

• Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.

• We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.

If this role appeals to you, please apply!

*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! 

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.

Are you an experienced Fund Administrator with a keen eye for detail who is wanting to further develop their skills within a dynamic team? 

As a Senior Fund Administrator at FNZ you will play a pivotal role within our teams, providing support to Fund Administrators and management over the day-to-day operations.

As a subject matter expert, you will support the team through providing advice on processes and procedures to ensures a high quality of service is maintained.

This is a 6 Month Fixed-Term opportunity.

The responsibilities will include:  

• Assists leadership team to deliver the service culture required to achieve organisational outcomes. 

• Assists with the day-to-day management of the team including resource planning and work allocation to meet agreed service levels. 

• Proactively works to ensure effective working relationships within the team and with those whom the team interacts with. 

• Assists with people management processes such as performance improvement plans.

• Performs quality reviews in line with established framework

• Works with individual team members to provide feedback and coaching on work items

• First point of escalation for feedback/escalations and assistance in the team

• Undertake any other projects/ tasks as may reasonably be required to facilitate the smooth operation of the team.

What are we ideally looking for in a successful candidate? 

• Minimum 5 years fund administration experience.

• Time management and the ability to prioritise.

• Experience in performing quality reviews and providing training and feedback to individuals

• 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

What is in it for you?

• A hybrid 3+2 model combining working from the office and from home.

• A competitive salary and excellent benefits, including full comprehensive health insurance, Life insurance, additional annual leave days after your first 12 months, sick days, and more.

• Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.

• We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.

If this role appeals to you, please apply by the 5th of April 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! 

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.