Stephen Smart

Stephen Smart Email and Phone Number

Stephen Smart's Location
Greater Sydney Area, Australia
About Stephen Smart

Over 20 years experience in administration of superannuation products in the financial services industry. My experience covers end to end processing for Super and Pensions administration. Also covers other areas including QA Checking, Team Member Coaching, System Testing, Call Centre and Regulatory Reporting. My personal attributes include: Strong technical legislative knowledge. Meticulous eye for detail. Quality focused. Positive can do attitude. Team player. Excellent problem solving abilities. Advanced communication skills both written and verbal. Focused and dedicated.

Stephen Smart's Current Company Details

Stephen Smart Work Experience Details
  • Clearview Wealth Limited
    Rollovers Administrator
    Clearview Wealth Limited Jun 2023 - Jan 2024
    Sydney, New South Wales, Australia
    Responsibilities: Processing insurance premium requests for Superannuation insurance policiesincluding, submitting insurance premium requests to super funds via Superstream, applying funds received to client’s policies, corresponding with advisers, clients, super funds and SMSFaccountants for outstanding requirements.
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  • Colonial First State
    Deceased Estates Administrator
    Colonial First State Jan 2023 - Jun 2023
    Responsibilities: Deceased estate processing for Superannuation and Pension products including, assessing and corresponding with solicitors and beneficiaries for deceased estate requirements,liaising with insurer for insurance claim requirements, preparing and submitting death claim files for trustee approval, processing death claim payments to beneficiaries or the estates.
  • Fnz Australia Pty Ltd
    Fund Administrator
    Fnz Australia Pty Ltd Apr 2017 - Oct 2021
    Sydney, New South Wales, Australia
    Role: Fund AdministratorResponsibilities: Fund administration processing for Retail Superannuation Platform including, Super to Pension transfers, Pension Entitlement Set-Up, Monthly Pension Payment Run, Account Conversions, Ad-hoc Pension Payments, Commutations, Reversionary Pensions, Benefit Payments, Superstream Rollovers Out, Lump Sum Payments, Death Claims, Financial Hardship, Contributions, Superstream Rollovers In, Peer Review Checking, UAT System Testing.
  • Diversa Superannuation Services
    Fund Administrator
    Diversa Superannuation Services Mar 2014 - Mar 2017
    Sydney, New South Wales, Australia
    Role: Fund Administrator – Benefit PaymentsResponsibilities: Processing benefit payments for Employer Superannuation Funds including Superstream Rollovers, Lump Sum Payments, TPD Payments, Death Claims, Financial Hardship Payments, Temporary Residents DASP. Other duties include QA Checking. Liaising with members advisers, accountants, lawyers and other funds for outstanding requirements. UAT System testing.
  • Anz Onepath
    Customer Service Consultant
    Anz Onepath Feb 2013 - Jun 2013
    Sydney, New South Wales, Australia
    Responsibilities: Processing new members for employer superannuation funds, QA checking, liaising with employers and advisers for outstanding requirements.
  • Ibm Superlife/Russell Investments
    Specialist - Pensions
    Ibm Superlife/Russell Investments Aug 2010 - Dec 2010
    Sydney, New South Wales, Australia
    Responsibilities: End to end administration of pension products for Russell Investments including New Members, Benefit Payments/Commutations, Roll-ins, Switches, Pension Payments, Alterations, System Testing-Calibre, QA Checking.
  • Amp
    Customer Service Officer
    Amp Apr 2010 - Aug 2010
    Sydney, New South Wales, Australia
    Responsibilities: Call centre and admin for pensions and annuities, inbound calls from financial planners, withdrawals (commutations), new business, alterations.
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  • Harwood Superannuation Fund (Csr Super)
    Fund Administrator
    Harwood Superannuation Fund (Csr Super) Mar 2009 - Oct 2009
    Chatswood, New South Wales, Australia
    Responsibilities: End to end administration of corporate super fund operations including New Members, Benefit Payments, Roll-ins, Contributions, Alterations.
  • Ibm Superlife/Russell Investments
    Senior Specialist - Pensions
    Ibm Superlife/Russell Investments Oct 2007 - Dec 2008
    Sydney, New South Wales, Australia
    Responsibilities: End to end administration of pension products for Russell Investments including New Members, Benefit Payments/Commutations, Roll-ins, Switches, Pension Payments, Alterations, System Testing-Calibre, QA Checking and Training of new starters.
  • Ing Australia/Onepath
    Senior Service Consultant
    Ing Australia/Onepath Sep 2005 - May 2007
    Sydney, New South Wales, Australia
    Responsibilities: Preparing and lodging of Regulatory Reporting files for ING Super and Pension Products including, RBL, MCS, TFN. Loading ATO payment files such as Co-Contributions.
  • Am Corporation/Ioof
    Senior Client Administrator
    Am Corporation/Ioof Oct 2000 - May 2004
    Sydney, New South Wales, Australia
    Responsibilities: End to end administration of Employer and Personal Super for LifeTrack Superannuation Fund including, New Members, Benefit Payments, Roll-ins, Switches, Alterations, Death/TPD Claims, System Testing, QA Checking and Training of new starters.
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  • Gio Financial Services
    Retirement Incomes Administrator
    Gio Financial Services Oct 1999 - Sep 2000
    Sydney, New South Wales, Australia
    Responsibilities: End to end administration of pension products including New Members, Benefit Payments/Commutations, Roll-ins, Switches, Pension Payments, Alterations.
  • Ipac
    Pensions Administrator
    Ipac Feb 1998 - May 1999
    Sydney, New South Wales, Australia
    Responsibilities: End to end administration of Allocated Pension product including New Members, Benefit Payments/Commutations, Roll-ins, Switches, Pension Payments, Alterations.
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  • Mercantile Mutual Life
    Fund Administrator
    Mercantile Mutual Life Sep 1993 - Aug 1997
    Sydney, New South Wales, Australia
    Responsibilities: End to end administration of Personal and Employer super fund operations including New Members, Benefit Payments, Roll-ins, Contributions, Alterations, Switches.

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