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Remediation Calculations Analyst

3 months ago


Sydney, New South Wales, Australia IOOF Holdings Full time

Date:10 Apr 2024
Location:
Sydney, NSW, AU, 2000

  • Melbourne, VIC, AU, 3000
  • Brisbane, QLD, AU, 4000
    Employment Type:Max Term Full Time 6 Month Contract
  • Location Agnostic
  • Hybrid Working 2 Days Office, 3 Days from Home

The Role

  • Great opportunity to join the Remediation Calculations Team as an Analyst. In this role you will be part of the Business Controls and Governance function who are responsible for completing remediation calculations arising out of remediation programs, advice incidents and complaints and others from the AFSLs.

Key Responsibilities:

  • Undertake QA remediation calculations
  • Contribute to the continuous improvement of remediation calculations guidelines, tools, and processes
  • Manage and attend forums and working groups
  • Work effectively and collaboratively with internal and external stakeholders
  • Reporting to management and various forums

To be successful in this role you will possess:

  • Solid experience in calculations and remediation
  • Sound understanding in the provision of financial advice and advice strategies
  • Sound knowledge with major investment products, stocks, bonds, managed funds, corporate actions, defined benefit funds
  • Strong verbal and written communication skills
  • Ability to work in a fast paced environment and to deadlines
  • Advanced modelling and numerical ability in excel, SQL, VBA, Python highly desired
  • RG146 qualified with at least a DFP
  • Tertiary degree in Accounting, Finance, Business or related area

Benefits

  • Development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate and lifestyle benefits

The Business

  • Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846.
Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:
IFL).
To Apply

  • Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._