Financial Services
Superannuation & Funds Administration skills assessment
Fund administrators manage members' retirement savings. This scorecard covers contributions, benefits, compliance, accuracy and member communication.
- 12 skills to score
- 1–10 scale on every skill
- 6 starting levels
The 12 Superannuation & Funds Administration skills you can score
These are the default Superannuation & Funds Administration skills in SkillScorer. Each one is scored from 1 to 10 for every team member, and you can edit, remove or add skills at any time.
Contributions Processing
Processes and allocates contributions accurately.
Benefit Payments and Rollovers
Calculates and pays benefits correctly.
Regulatory Knowledge
Understands superannuation law and rules.
Member Communication
Explains options and entitlements clearly.
Complaints and Disputes
Handles complaints fairly and on time.
Data Accuracy
Maintains accurate member and fund data.
Reconciliation and Unit Pricing
Reconciles accounts and supports unit pricing.
Insurance Claims Support
Supports insurance claims for members.
Systems Proficiency
Uses fund administration systems accurately to process member transactions.
Privacy and Security
Protects members' personal and financial information.
Process Improvement
Identifies and improves administration processes to reduce errors and delays.
Empathy
Supports members in difficult circumstances.
Levels included with Superannuation & Funds Administration
Superannuation & Funds Administration starts with 6 levels, which SkillScorer calls “Seniority Level” for financial services, so team members can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Trainee
- Associate
- Adviser
- Senior Adviser
- Team Leader
- Manager
How Superannuation & Funds Administration works in SkillScorer
Score
Each team member in a team is scored on the Superannuation & Funds Administration skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank team members, compare two side by side, or compare your teams against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Superannuation & Funds Administration skills need attention. Reports also follow each team leader's team.
Superannuation & Funds Administration scorecard: common questions
What skills does the Superannuation & Funds Administration scorecard include?
SkillScorer's Superannuation & Funds Administration scorecard covers 12 skills: Contributions Processing, Benefit Payments and Rollovers, Regulatory Knowledge, Member Communication, Complaints and Disputes, Data Accuracy, Reconciliation and Unit Pricing, Insurance Claims Support, Systems Proficiency, Privacy and Security, Process Improvement and Empathy. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are team members scored in Superannuation & Funds Administration?
Every team member is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one team and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Superannuation & Funds Administration?
Superannuation & Funds Administration starts with these levels (called “Seniority Level” in the app): Trainee, Associate, Adviser, Senior Adviser, Team Leader and Manager. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Superannuation & Funds Administration skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In financial services the app talks about team members, teams and team leaders, and you can change any of those words too.
Score Superannuation & Funds Administration with SkillScorer
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