Unit Registry Team Leader

Written by Anton Murray Consulting Consulting on .

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Location: Sydney

Salary description: $95,000 - $105,000 package

  • $100-150k AUD Equivalent
  • 3 to 7 years of experience

Our client is a global funds business looking for an experienced unit registry professional to join their Sydney team.

Key Accountabilities and Main Responsibilities

  • Manage team members and workflow to ensure that service standards are met or exceeded
  • Deal with inquiries from internal and/or external clients and service providers, and co-ordinate responses to achieve objectives
  • Ensure that all Service Representatives understand client specific plan provisions and current legislation
  • Participate in on-site client visits and maintain positive working relationships with clients
  • Participate in implementation of new clients: learn plan specifics, define servicing parameters, ensure team readiness and co-ordinate specifics with Service Centre staff and clients
  • Continuously monitor resource availability so the team can meet client needs and perform services properly
  • Participate in and adhere to the Performance Management process and be proactive in identifying and addressing training needs for team members.
  • Provide individual and team performance feedback
  • Provide ongoing support, development, training and mentoring to team members
  • Manage and participate in staff recruitment as required
  • Perform quality reviews of Service Representatives’ telephone calls and day-to-day work through telephone call and Case Management System (CMS) monitoring
  • To identify areas of process improvement and best practice, and to participate in implementation processes

Experience & Personal Attributes

  • Unit Registry experience highly desired
  • Ideal experience in customer service, insurance within the superannuation industry, and funds management
  • People leadership experience
  • Ability to communicate at all levels and tailor style to suit various audiences
  • Strong organisational and planning skills with the ability to manage conflicting priorities

This role will suit a candidate with previous unit registry experience within funds management or fund administration.

Contact Us in Sydney


Phone:+61 2 8246 8900

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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