Remediation Calculations Specialist
Play a pivotal role in delivering reliable financial solutions to clients. As a Remediation Calculations Specialist, you will be responsible for executing remediation calculations that arise from remediation programs, advice incidents, complaints, and other matters.
Your work will contribute significantly to ensuring clients receive accurate and fair financial outcomes, building trust and confidence in our services. You'll collaborate with various internal and external stakeholders, supporting continuous improvement in remediation processes and driving quality in client compensation efforts.
* Undertake remediation calculations and perform quality assurance reviews to ensure accuracy and compliance.
* Collate and analyse relevant financial data to support remediation cases.
* Manage calculation request pipelines to meet service level agreements (SLAs).
* Contribute to the improvement of calculation tools, guidelines, and processes.
* Document and maintain calculation-related procedures and precedent logs.
* Perform loss assessments and provide insights and reporting to management and key forums.
* Engage with stakeholders and subject matter experts (SMEs) to support remediation activities.
Requirements
* Tertiary degree in accounting, finance, or related area.
* RG146 qualified (minimum DFP level).
* Proven experience in remediation and performing financial calculations.
* Sound understanding of financial advice principles, strategies, and investment products.
* Working knowledge of investments (stocks, bonds, managed funds, ETFs, annuities), pricing mechanisms, taxation, and life insurance.
* Proficiency in Excel for financial modelling; skills in SQL, VBA, or Python are highly desirable.
* Strong attention to detail and ability to thrive in a fast-paced, deadline-driven environment.
* Strong communication and stakeholder engagement skills.
What We Offer
* Opportunity to join a team dedicated to delivering trusted financial solutions.
* Chance to contribute to the improvement of remediation processes and drive quality in client compensation efforts.
* Collaborative and dynamic work environment.
Associate Dispenser | OPSM | PT | TAS | Hobart
Queens Domain, Tasmania, Australia 2 days ago