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Super, Client Service and Financial Planning

Extensive experience in superannution administration and client service.

Work Preferences

Desired Salary
55,000 - 70,000 per year  
Availability
Immediately  
Desired Job Type
Full Time  
Can Travel for Work
Moderately  
Highest Education Level
Diploma/Certificate  
Current Location
Sydney  
Willing to relocate?
No
Residency / Visa
Australian Citizen

Skills Profile

Superannuation Administrator
Technical Skills Skill Last Used Yrs. Exp.  
  Excel and Word 2010 15  
  various superannuation systems 2010 20+  

Employment History

Job Title
Superannuation Administrator
Industry
Financial Services
07/2010 to 10/2010
Payment of superannution benefit, contribution spliting, payment of excess contribution tax liability to ATO, and related functions on accumulation and defined benefit.
Job Title
Superannuation Administrator
Industry
Financial Services
05/2004 to 12/2007
Various contracts within superannution. End of yearand quarterly  reviews of corporate funds and members,Transfer of membership from corporate to personal due to leaving service. Transfer of  money into the fund from other funds and related followups . Investment switches,
system testing on simple super changes. Attending to telephone calls from members ,employers  and advisers on co-contributions, transition to retirement and other related superannuation inquaries.  
Job Title
Superannuation Administrator
Industry
Financial Services
01/2008 to 02/2010
All functions of superannution fund administration : Contribution- input, checking and reconciliation of allocated and unallocated funds. investigation and allocation of funds or refunds.Rollover inputs and confirmation
Benefit Payments and transfer of funds.
Client services verbal and written. 
Investments and switches and updating daily unit prices
Calculation of Monthly fees and premiums    
Job Title
Superannuation Administrator
Industry
Financial Services
11/1998 to 04/2004
Establishment of Personal Superannuation Funds, Contribution input and reconciliation,Benefit payment and compliance and updating procedure manual accordingly. Respond to complex telephone and written inqury.    

Qualifications

Completed Institution Degree / Qualification
2010 TAFE Diploma in Financial Planning  
2003 Securities Institute Certificate 111 in Financial Markets  
1985 Oxonia institute Certificate in System Analysis and Design and computer progarmming  
2000 Interim Technology - Corporate Education Excel 97  
2010 AAMC Training Group Securities and Deravatives DFS3  

Work Related Training & Certification

Completed Institution Training / Certification
2002 The Association of Superannuation Funds ASFA 100  
2008 The Association of Superannuation Funds Certificate IV in Financial Services  
2009 The Association of Superannuation Funds ASFA146 Superannuation  
2011 Self Managed Superannuation Fund Kaplan Professional