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Financial Governance Officer, Trustee Office

Mercer - Melbourne, VIC

Banking & Finance
Source: uWorkin


Mercer is seeking suitably qualified and experienced candidates for the following position based in either the firm’s Sydney or Melbourne office.


What can you expect?

Reporting directly to the Trustee Office Leader, this senior position is responsible for ensuring that Mercer Superannuation Australia Limited (MSAL) fund-related Financial Governance Frameworks are adhered to in order to demonstrate that MSAL comply with their financial management obligations under superannuation law.

Compliance with MSAL’s financial obligations predominantly means meeting the requirements of applicable APRA funding and management requirements for Defined Benefit Plans (within the Mercer Super Trust), the Operational Risk Financial Requirements across all funds, and application of relevant policies in relation to financial management and benefit determination within those funds. The role includes monitoring all aspects of actuarial advice and financial management services provided to MSAL in respect of statutory APRA regulated actuarial reporting requirements.

This role relates to all of the APRA Regulated Superannuation Entities (RSEs) of the Mercer group i.e. currently the Mercer Super Trust, the Mercer Portfolio Service Superannuation Plan and the Mercer Super Investment Trust – covering over $24B funds under management and the superannuation of over 240,000 individuals.

Due to the severity of the impact should there be non-adherence to the financial governance regulatory framework, the role requires an experienced senior manager to liaise with a number of high level internal and external stakeholders APRA, External Auditors, Internal Auditors, Trustee Directors and Committee Member and RSE Service Providers:

The importance of good financial governance across Mercer’s large and complex product structure is instrumental to maintaining the reputation of the Financial Services and Investments businesses, and to the reputation of MSAL and its superannuation funds.

We will count on you to:

  • Ensure adherence with the financial governance regulatory frameworks for MSAL
  • Be accountable for all compliance sign-offs related to MSAL’s adherence to its financial governance obligations.
  • Be accountable and responsible for reviewing and signing off on, on behalf of the MSAL, all DB Plan Financial Management and ORFR-related reporting to APRA.
  • Be accountable for liaising with the RSE external auditors on financial governance matters as they relate to MSAL’s trustee obligations, ensuring that all queries are fully and adequately addressed.
  • Represent MSAL as a key stakeholder in the internal audit and APRA regulator reviews of MSAL’s financial governance frameworks for the RSE, providing written material for and attending sessions with these parties.
  • Liaise with Mercer Compliance in relation to Mercer Super Trust Plan actuaries as Responsible Persons, including appointments and removal of actuaries from Responsible persons list. Liaise as necessary with Plan actuaries who are not employees of Mercer (Australia) Pty Ltd.
  • Ensure that MSAL Policies in relation to financial governance (other than ORFR which is the responsibility of the Product team) reflect requirements of applicable superannuation law and APRA Standards.
  • Be responsible for signing off, on behalf of the MSAL, death benefit distributions and disablement benefit decisions for funds for which MSAL is trustee, under the applicable Trustee Delegate instrument.
  • Ensure adherence to all relevant Trustee guidelines at all times, and initiate and review all regular reviews (as required) of the Trustee guidelines.
  • Ensure that the reporting and services provided to MSAL’s Member Experience Committee on defined benefit plans meet that Committee’s requirements.
  • Proactively represent the MSAL’s interests in all financially-related Plan projects, being accountable for the relevant financial governance issues that need to be addressed and the MSAL protocols/policies which need to be followed

What you need to have:

  • Minimum 15 years’ relevant superannuation industry experience, including at least five years relevant experience in an actuarial role.
  • Experience in a client servicing/consulting role is also desirable.
  • Relevant Actuarial qualifications

What makes you stand out:

  • Excellent working knowledge of a trustee’s role and responsibilities, and all aspects of the superannuation regulatory framework.
  • Exhibits a high degree of competence in understanding superannuation fund trust deeds and all actuarial funding/management principles.
  • Competent knowledge of investment markets, including the various types and structures of common products, and the risks relevant to each.
  • Strong feel for member-related equity issues.
  • Highly organized, with the ability to manage a role involved in multiple projects and conflicting deadlines successfully, and with a particular emphasis on being able to apply project management techniques to do so.
  • Strong stakeholder management and negotiation skills
  • Strong communication and influencing skills, with an ability to communicate in writing clearly and effectively.
  • Sound judgement and ability to make appropriate, timely decisions
  • Self-motivated, taking a professional attitude to meeting deadlines and adhering to documented work standards, and able to work autonomously.
  • Ability to develop and maintain strong working relationships with the Trustee Board/Committee, internal/external service providers to the trustee, and the regulator and auditors.
  • Ability to handle the potential conflicts associated with related party relationships.

Applications will only be accepted from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal Record check prior to commencement of employment.

Marsh and McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.

About Mercer

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh & McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.me.mercer.com/. Follow Mercer on Twitter @Mercer.