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Start of main content Advice Implementation Specialist
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#548213
Full Time
Job Description
Your SUPER career starts here
As one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world.
Sound good? Learn more about us and what we do at awaresuper.com.au
Your New Role
As Advice Implementation Specialist you will be responsible for providing superior service to Advice clients and supporting financial planners with their administration and operational requirements, with the core focus of implementation of advice. This role is based in our Parramatta office.
Some of the key accountabilities will include:
Coordinating and completing daily administration and data entry tasks;
Liaising with Client Administration Services for timely processing of requests;
Setting up timeframes and managing expectations with clients through the implementation process; and
Providing implementation support to Financial Planners.
To be successful in this role you will have the following skills:
Your commitment to work on-site (in Parramatta office) Monday-Friday between the operational hours of 8:45 am- 5:15 pm, with potential of 1 day work from home (after the 6 month probation);
Proven and demonstrated experience in a similar role;
Excellent written and verbal communication skills;
Demonstrated ability to find solutions;
Strong attention to detail;
Proactive approach to meeting client’s and member’s needs;
Proven organisational and time management skills;
Commitment to outstanding client service;
Commitment to team work;
Excellent phone manner;
Basic MS Excel and MS Word skills;
The idea of being part of our growth is exciting and you want to play a pivotal role in making super simple; and
You are balanced in accepting risk in any decision you face. You are curious to understand risk context and choose to speak up as we simplify, learn and grow.
Employee Experience
We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.
Why you’ll love working at Aware Super:
Have a super impact: You’ll think big and care deeply to help more Australians live their best lives in retirement.
Be part of something super unique: You’ll work to reshape super and retirement. We’ll invest in your growth and give you the opportunity to work on career-defining projects.
Work with super humans: You’ll work hard and innovate, but also have some fun along the way.
Feel super cared for: We’ll support your wellbeing today, as well as in the future. Enjoy a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones.
The Aware Super difference
At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.
As one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world.
Sound good? Learn more about us and what we do at awaresuper.com.au
Your New Role
As Advice Implementation Specialist you will be responsible for providing superior service to Advice clients and supporting financial planners with their administration and operational requirements, with the core focus of implementation of advice. This role is based in our Parramatta office.
Some of the key accountabilities will include:
Coordinating and completing daily administration and data entry tasks;
Liaising with Client Administration Services for timely processing of requests;
Setting up timeframes and managing expectations with clients through the implementation process; and
Providing implementation support to Financial Planners.
To be successful in this role you will have the following skills:
Your commitment to work on-site (in Parramatta office) Monday-Friday between the operational hours of 8:45 am- 5:15 pm, with potential of 1 day work from home (after the 6 month probation);
Proven and demonstrated experience in a similar role;
Excellent written and verbal communication skills;
Demonstrated ability to find solutions;
Strong attention to detail;
Proactive approach to meeting client’s and member’s needs;
Proven organisational and time management skills;
Commitment to outstanding client service;
Commitment to team work;
Excellent phone manner;
Basic MS Excel and MS Word skills;
The idea of being part of our growth is exciting and you want to play a pivotal role in making super simple; and
You are balanced in accepting risk in any decision you face. You are curious to understand risk context and choose to speak up as we simplify, learn and grow.
Employee Experience
We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.
Why you’ll love working at Aware Super:
Have a super impact: You’ll think big and care deeply to help more Australians live their best lives in retirement.
Be part of something super unique: You’ll work to reshape super and retirement. We’ll invest in your growth and give you the opportunity to work on career-defining projects.
Work with super humans: You’ll work hard and innovate, but also have some fun along the way.
Feel super cared for: We’ll support your wellbeing today, as well as in the future. Enjoy a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones.
The Aware Super difference
At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.
