Teams at UniSuper

Develop tailored financial advice strategies and prepare high-quality Statements of Advice across superannuation, retirement planning, investments, insurance, and complex member scenarios. Collaborate with advisers, contribute strategic thinking, analyze options, ensure compliance and quality, and manage competing priorities in a changing advice environment.

Manage complex death, terminal illness, and permanent incapacity claims from initiation through resolution. Prepare evidence-based recommendations, interpret policies, trust deeds, legislation, and regulatory requirements, and support underwriting applications. Build empathetic relationships with members, beneficiaries, insurers, advisers, and internal stakeholders while managing competing priorities, timelines, and case outcomes. Contribute to process improvements and ensure fair, compliant decisions.

Deliver end-to-end investment accounting and financial reporting for a superannuation fund and related investment entities. Responsibilities include month- and quarter-end close, reconciliations, variance analysis, complex journals, valuations, distributions, performance fee accruals, foreign exchange and derivatives accounting. The role also analyzes custodian data, resolves exceptions, supports audits, manages outsourced providers, and contributes to automation and process improvements.