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3 months ago
About US
At UniSuper we hold the life savings of our members in our hands.
This means we are after people passionate about performance excellence and delivery looking to make a meaningful difference for today and tomorrow.
The Member and Advice team provide end to end customer services to all members helping them to understand, manage and tailor their retirement savings through the appropriate information at the right time.
M&A includes our processing, payments, claims, complaints, contact centre and financial advice teams, as well as the key support teams needed to manage the flow of customers.
We provide a real time customer lens to help the business improve current and future services and pride ourselves on the breadth of information, quality of advice and award-winning services we provide.
The role
We're all here to help deliver greater retirement outcomes for our members.
This Sydney based role supports UniSuper doing this by supporting the Advice function in providing best practice service to UniSuper Advice clients by ensuring all written recommendations are efficiently and accurately implemented.
Key responsibilities include:
- Provide Private Client Advisers with assistance in the implementation of financial advice by completing appropriate documentation and sourcing required identification as well as an outstanding client services
- Contact product providers to confirm confidential client information or the correct administration of adviser recommendations after lodgement
- Maintain client files, manage workflow and store client information
- Maintain high compliance standards that satisfy Australian legislative requirements
- Meet and greet our members and visitors; acting as a point of contact for clients
- Perform general adhoc office management duties including coordination of local team events, reception of clients to the Unisuper Member Centre, and monitoring office stationery
About you
We are looking for an individual who has worked in fast moving transformation environment and is comfortable working with a degree of ambiguity.
- Solid experience in administration / customer service
- Client relationship skills, strong service ethic
- High levels of personal organisation and time management (essential)
- Exemplary communication skills, both written and verbal
- Knowledge of the framework under which financial advisers operate is preferred
- RG146 compliant with a Diploma of Financial Services (Financial Planning) is preferred but not essential
UniSuper's high performance culture is supported by a range of benefits that demonstrates our commitment to ensuring our employees achieve their full potential, thrive, and grow their career with us
These include:
- A personal development budget of $1500 to support employees in their professional growth.
- Exceptional parental leave to support employees in balancing their work and family responsibilities.
- Mental physical and financial wellbeing initiatives
