Narelle Proctor
Marsden Park,NSW
Summary
Dynamic Superannuation Administrator at AMP, adept at new pension member setup and producing comprehensive financial reports. Recognized for enhancing client satisfaction through exceptional service and meticulous data accuracy. Proven ability to streamline processes, resulting in improved efficiency and compliance with regulatory standards. Strong analytical skills complemented by effective communication.
Overview
15
15
years of professional experience
Work History
Superannuation Administrator
AMP
08.2008 - 09.2023
- Processed superannuation contributions and maintained accurate member records.
- Assisted with compliance checks to ensure adherence to regulatory standards.
- Responded to member inquiries, providing timely and accurate information regarding accounts.
- Collaborated with team members to streamline administrative processes and improve efficiency.
- Developed training materials for new staff on superannuation administration procedures.
- Analyzed data discrepancies, implementing corrective actions to enhance reporting accuracy.
- Consistently met or exceeded performance targets related to productivity, accuracy, and client satisfaction metrics.
- Supported the implementation of new system upgrades, ensuring seamless transition with minimal disruption to daily operations.
- Provided exceptional customer service by addressing client inquiries and resolving issues promptly.
- Maintained up-to-date knowledge of superannuation regulations, ensuring compliance with all relevant laws and guidelines.
- Reduced errors in data entry by conducting thorough quality checks and regular audits.
- Assisted in the preparation of comprehensive reports for management review, highlighting key trends and areas for improvement.
- Managed a diverse portfolio of clients, maintaining strong relationships to ensure high retention rates and satisfaction levels.
- Enhanced client satisfaction with timely and accurate processing of superannuation contributions and payments.
- Efficiently processed benefit claims, adhering strictly to established turnaround times and accuracy standards.
- Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
Education
High School Diploma -
Auburn Girls High School
Auburn, NSWSkills
New pension member set up
Production of monthly financial positions for employers superannuation plans
Production of annual member statements for defined benefit superannuation members
Timeline
Superannuation Administrator
AMP
08.2008 - 09.2023
High School Diploma -
Auburn Girls High School