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Disclosure Specialist

4 months ago

Sydney, New South Wales, Australia IOOF Holdings Full time

Date:29 Feb 2024
Location:
Sydney, NSW, AU, 2000

  • Melbourne, VIC, AU, 3000
    Employment Type:Permanent Full Time
  • Permanent fulltime role in Sydney or Melbourne
  • True Flexibility 40% in the office
  • Join our dedicated Distribution division

The Role

  • As a Disclosure Specialist, you will play a pivotal role in delivering member disclosure communications in a compliant and efficient manner across various BAU and project initiatives. You will execute effective stakeholder management, involving running communication walkthrough meetings, seeking consensus on changes, and collating feedback from diverse stakeholders. Additionally, you will ensure adherence to governance standards, proactively manage risks, and prioritise the member experience, all within a collaborative and supportive team environment conducive to professional growth and development.

Key Responsibilities:

  • Update and finalise disclosure communications accurately and in line with stakeholder requirements, adhering to specified BAU or project deadlines.
  • Manage stakeholders effectively by organising and facilitating communication walkthrough meetings, gathering feedback, and seeking consensus on changes from various stakeholders.
  • Proofreading and document reviewing to ensure the quality and accuracy of disclosure materials.
  • Seek approval from senior stakeholders for finalised disclosure communications, ensuring alignment with organisational objectives.
  • Proactively monitoring risk and assurance requirements within agreed risk appetite and managing noncompliance in a timely manner.
  • Maintain detailed records of document updates for both internal and external auditing purposes, ensuring transparency and accountability.
  • Utilise content management systems like Keystone or graphic design processes to update disclosure communications, following bestpractice standards.
  • Advocate for members and prioritise their experience by delivering clear and effective communications, while also implementing appropriate governance measures and ensuring consistency in changes across documents and products.
  • Understand regulatory requirements, ensuring compliance with bodies such as ASIC, and foster positive relationships with regulatory bodies.

To be successful in this role you will possess:

  • Strong Senior stakeholder management experience
  • Keystone (preferred but not essential)
  • Solid Superannuation experience
  • Strong understanding of Superannuation policy and PDS documents
  • Project management skills
  • Selfmotivated with a strong work ethic and an excellent attention to detail
  • Adaptability and commitment to upholding the member experience

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._