Key Performance Area
- Manage E&O's
- Manage Budgeting Processes incorporating managing headcount, annual fee increases for admin only clients, revenue leakage and billing opportunities
- Achieve average of 8 on NPS across Funds
- Reduction in escalations from clients by monitoring and driving SLA in team
- Increase in the number of tasks processed that require no manual intervention from AF resources
- Data cleanup themes on member & fund level identified and plans in place to correct.
- Ensuring operational excellence of all processes by maintaining and managing oversight of the team People Perspective
Qualifications
- Diploma - Financial Planning / Retirement Funds or equivalent
Experience Required
- Admin Management (Manager / Team Leader level) 3 5 years managing people and 7 years industry experience