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Adviser Solutions Specialist
3 months ago
Date:6 Jul 2023
Location:
Melbourne, VIC, AU, 3000
Employment Type:Permanent Full Time
The Role
- As an Advisor Solutions Specialist at Insignia Financial you'll be dealing with financial advisors and assisting them with getting the required forms and educating them to our online portal, so they can selfserve and save time down the track. It's a mix of a contact centre role, educator and problem solver you'll make sure that the advisors work gets to the correct area of the business and to the right department. There's an element of case managing to this role, you'll always be keeping advisors in the loop around where their requests are at, and if they have concerns or issues, you'll explore these further and work with them to find out the best possible solution.
- You'll be joining a wider team of about 20 who are very supportive, approachable and collaborative it's a team who really celebrate success and genuinely care about your career development. This role is a great entry level role into the business as you'll connect to many different areas, from product and tech, right through to leadership and communications. There's lots of growth in this role, we want to invest in you, and this is the role where you'll be able to develop and build your skills. Full training provided (which goes for about 36 months), oh and it's a mx of working from both home and the office in Docklands.
To Be Successful in This Role You Will Possess:
- You have a passion and desire to get into the finance industry, you're open minded and ready to learn. You have strong customer service skills and enjoy working in a team but can also work alone as you gain your confidence.
Benefits - In return, we offer development opportunities at an ASX top 200 company
- A professional, supportive, and friendly culture
- A range of corporate and lifestyle benefits
How to Apply-
To be considered for this role, you will need to:
- 1. Be meeting or exceeding expectations in your current position; and
Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure.
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