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Advice Operations Consultant
3 months ago
8 Months Fixed Term Contact
Sydney or Melbourne
If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking.
For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.
Help people create their tomorrow, while you create yours
We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we've been doing it for over 170 years.
If we do our job well, we genuinely add to the prosperity of our country and its people.
The main purpose of this role is to deliver excellent administration and support services to AMP's Aligned advice network by completing a regulated set of business processes and maintaining effective quality, timing & risk controls within the team. A focus on problem solving and continuous improvement identified through opportunities to further streamline activities is also expected and critical to the success of this role
How you will make an impact
- Manage workflow based on business impact, regulations, SLAs, and task urgency. Participate in team meetings and focus groups, sharing feedback for continuous improvement to enhance service quality.
- Investigate and resolve adviser queries and complaints, support remediation and risk management activities, and identify and communicate process gaps to prevent client and business impacts. Highlight processing defects to minimise daily disruptions.
- Handle accounting, processing, balancing, and reconciliation of revenue. Resolve unallocated invoice payments, issue refunds, conduct fee classification reporting and analysis, and monitor and reallocate revenue, clear liabilities, and redirect owed revenue.
- Transfer clients and invoices to new servicing arrangements, process adviser/licensee requests per regulatory requirements, and assess and cease client servicing arrangements as needed.
- Transfer servicing rights for client policies, update representative details, and process appointments, terminations, alterations, and related activities
What you will bring to the role- Relevant experience within an operations function, preferably in the financial service industry
- Advanced Excel skills (VLOOKUP, formulas etc)
- Previous experience with CommPay (revenue management system)
- Demonstrated understanding of SLA's, capacity management and achieving goals and targets
- Financial Planning industry and administration would be (well regarded)
- Tertiary qualifications in business, finance, or related discipline would be (well regarded)
We value individuals who thrive in a customer service roles, demonstrating their ability to efficiently manage a dynamic workload and meet daily objectives. Prior experience in such environment will be highly appreciated
You'll thrive here if...
If you can adapt from BAU to the ambiguous with ease, you'll do well here. Change is never easy, so bring your commitment, grit and growth mindset.
Because we run lean, you'll be expected to jump in and deliver across a variety of areas. Meaning, you'll be closer to the action and executive decisions that influence where we go next.
Why we think you'll love working at AMP
Doing what we've always done is not an option, so your clever ideas will get airtime here. You'll be encouraged to speak up and try new things. If they don't work, we move on - better for it.
We know there's no one way of doing things. So, you won't have to sacrifice who you are or how you work to fit in here. We're inclusive and flexible in many of the ways you'd expect. And in some of the ways you wouldn't. As long as your health and wellbeing come first - at home and at work.
In fact, most of what makes AMP such a welcoming, enjoyable place to work are our people. Wherever you go, you'll find moments to connect, feel valued and do meaningful work.
Whether it's through our first-class leaders who are invested in you and your success. Through year-round opportunities to volunteer, fundraise and give back to the community. Or in the everyday challenges you face as we work together to strengthen this great organisation. Challenges that will stretch you, amplify your potential and compound the impact you have.
We believe in the power of inclusion and diversity.
We're dedicated to fostering inclusion, diversity, and a warm feeling of belonging at AMP. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance. This not only makes our workplace more engaged, but also leads to better connections with our customers.
We're your allies in the search for the perfect fit - when you apply, let us know how we can support you to put your best self forward during our selection process.
We're also committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people, so we enthusiastically encourage candidates from these backgrounds to apply and explore our Reconciliation Plan on our website here
Ready to create your tomorrow?
If you're someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.
Don't procrastinate We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.
Looking forward to meeting you.
