Financial Services Administrator

3 weeks ago

Sydney, New South Wales, Australia Challenger Limited Full time
Financial Services Administrator (12 Month MTC)

Apply locations Sydney CBD, NSW time type Full time posted on Posted 2 Days Ago time left to apply End Date: January 19, 2025 (24 days left to apply) job requisition id R2003

Challenger Limited is an ASX-listed investment management firm managing $127 billion in assets (as at 30 June 2024). Life with us is fast moving and always exciting. Together we're driving to deliver our vision to provide our customers with financial security for a better retirement.

We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.

Join us as a Financial Services Administrator in our Retail Client Services Team

  • Fantastic opportunity to gain a deeper understanding of financial services and be involved in meaningful work across the business that will challenge you and enrich your career path.

  • Challenger offers excellent development and progression opportunities tailored to individual career plans for those willing to commit to the role.

  • You will be working in a supportive, team-based environment and have exposure to all aspects of the company.

  • We work flexibly in our Sydney CBD offices; after onboarding you will generally spend 3 days a week in the office (with additional days as required).

  • This role is available for an initial period of 12 months.

About the role

Our Financial Services Administrators sit within the Retail Customer Services Team, a team that is diverse in their experience, and invested in making a difference to our customers and contribute to the leading service Challenger is known for.

Our Leaders are invested in the development of their people and thrive in being able to enrich the skill and experience within the team, with regular check-ins and training guaranteed.

To be successful in this role, doing nothing won't get rewarded, we encourage our people to Challenge what is possible.

This role provides the perfect opportunity to work and collaborate with team members across Client Services, with development opportunities to skill up across the wider Retail Client Services team as the need arises. The ideal candidate must be flexible and adaptable to change and seek this out as part of their own development.

Core Role Responsibilities:

  • Processing applications, maturities, and withdrawals for clients within set SLAs.

  • Vetting incorrect forms and requests and following up via email and outgoing phone calls to investors and financial advisers.

  • Identify and escalate priority issues with Leaders for quick resolution.

  • Make responsible decisions within limits of authority to resolve minor difficulties and devise solutions to unique problems.

  • Attend relevant training and meetings and demonstrate constructive participation in collaborative settings.

  • Leverage your creativity to identify opportunities to recommend and influence process improvements.

  • Desire to support our extended team to meet customer servicing needs by skilling up.

  • Other duties as assigned by Team Leader to meet customer and team needs.

What you'll need

  • 12 months customer service experience (not limited to financial services).

  • You will ideally have studied in a finance related discipline.

  • Confident and professional written communication skills.

  • Strong active-listening and verbal-communication skills.

  • Sound computer literacy and the ability to work with multiple applications.

  • Great attention to detail, you'll pride yourself on your accuracy.

  • Demonstrated success working in a team.

  • Awareness of customer service principles and practices.

  • Ability to multitask and manage time effectively.

Highly Desirable but not essential

  • An understanding of Retirement and Managed Investment products in the Australian market would be highly regarded.

  • RG271 preferred.

  • Lean Six Sigma certified highly regarded.

Our Values

We have four values that are integral to our culture and linked to everything we do. They set out the behaviours we need to meet community expectations and ensure we can deliver on our vision and strategy.

Act With Integrity
We do things the right way

Aim High
We deliver outstanding results

Collaborate
We work together to achieve shared goals

Think Customer
We make decisions with our end customers front of mind

At Challenger, we provide access to a range of exclusive employee benefits that will support you both personally and professionally and a hybrid work environment.

Job type: Max Term (Fixed Term)

Posting Close Date : 19/01/2025

#J-18808-Ljbffr

  • Financial Services Regulatory Expert

    2 days ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    About the RoleWe are seeking a highly skilled Financial Services Regulatory Expert to join our team in APAC. As a Conflict Clearance Specialist, you will play a crucial role in ensuring the firm's regulatory obligations are met.Key Responsibilities:Coordinate and manage the Conflict Clearance process for new Global Banking transactions with a nexus to...

  • Financial Services Regulatory Specialist

    4 days ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    Job DescriptionWe are seeking a highly skilled Compliance Coordinator to join our APAC Business Selection and Conflicts (BSC) team. This role will be responsible for coordinating and managing the Conflict Clearance process and completion of Conflict Clearance checks for new Global Banking transactions with a nexus to APAC.Key Responsibilities:Coordinating...

  • Financial Services Manager

    1 week ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    About UBS Financial ServicesWe're the world's largest and only truly global wealth manager, operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and breadth of expertise set us apart from competitors.With a presence in all major financial centers in over...

  • Financial Services Administrator

    19 hours ago

    Sydney, New South Wales, Australia West Recruitment Pty Ltd Full time

    **Job Summary:**We are seeking a highly skilled Financial Services Administrator to join our team at West Recruitment Pty Ltd. As a key member of our financial services team, you will be responsible for providing administrative support to our finance team and assisting with payroll functions.The successful candidate will have a strong technical understanding...

  • Financial Services Manager

    2 weeks ago

    Sydney, New South Wales, Australia Agriculture Financial Services Corporation Full time

    About PICA GroupWe are an industry leader in Agriculture Financial Services Corporation, with over 700 staff and 30 branches along the east coast. Our company is undergoing an exciting transformation, investing heavily in new products, technology and people initiatives.Our Strata Accounting team is responsible for delivering professional accounting services...

  • Financial Services Assistant Professional

    7 days ago

    Sydney, New South Wales, Australia Morgans Financial Limited Full time

    Morgans Financial Limited is a national full-service retail stockbroking and wealth management network with a long history of success in the industry.About the RoleThis entry-level position is an exciting opportunity to join our team as a Dealers Assistant. You will be working closely with our experienced stockbrokers, providing administrative support and...

  • Financial Services Manager

    2 weeks ago

    Sydney, New South Wales, Australia Agriculture Financial Services Corporation Full time

    We are looking for a motivated and experienced Senior Accountant to join our Strata Accounting team.The successful candidate will have a strong background in accounting, preferably within the property services industry. They will also have a proven ability to work independently and as part of a team, with excellent communication and problem-solving...

  • Financial Analyst Professional

    4 days ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    About UBS Financial ServicesUBS Financial Services is a global leader in wealth management and investment banking. We provide expert insights and advice to our clients, helping them navigate complex financial markets.As a key member of our Australian Equities Research team in Sydney, you will play a critical role in analyzing industry dynamics and providing...

  • Financial Analysis Lead

    2 weeks ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    About the RoleWe are seeking a Financial Analysis Lead to join our team at UBS Financial Services.This is an exciting opportunity for a skilled and experienced professional to lead financial analysis efforts and ensure research meets all legal and regulatory requirements.You will work closely with Legal & Compliance, Research Management, and Research...

  • Financial Modeling Analyst

    6 days ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    About UBS Financial ServicesWe're a leading global wealth manager with a presence in over 50 countries. Our team provides investment insights to domestic and international institutional clients.Job Description:Job SummaryWe're seeking an Associate Research Analyst to join our Australian Equities Research team in Sydney. As a key member of the team, you'll be...

  • Financial Services Business Specialist

    6 days ago

    Sydney, New South Wales, Australia WLM Financial Services Pty Full time

    Looking to accelerate your career in accounting and take on new challenges? WLM Financial Services Pty is seeking a skilled Business Services Accountant to join our team in the Sydney CBD.We're looking for someone who is confident, enthusiastic, and passionate about delivering exceptional results. As a Business Services Accountant with WLM, you will have the...

  • Senior Financial Analyst

    7 days ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    About UBS Financial ServicesWe are a leading global wealth manager with a presence in over 50 countries. Our business divisions include Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.

  • Financial Markets Specialist

    21 hours ago

    Sydney, New South Wales, Australia UBS Financial Services Part time

    About UBS Financial ServicesUBS is the world's largest and only truly global wealth manager, operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank.

  • Global Financial Compliance Specialist

    7 days ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    Job OverviewAs a Compliance Officer - APAC Business, you will be responsible for coordinating and managing the Conflict Clearance process in APAC. This role requires interface with banking staff at all levels, Legal, Compliance, and back office functions.We are looking for a highly organized individual with excellent communication skills to join our team in...

  • Financial Institutions Team Member

    15 hours ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    UBS Financial Services: A Leading Investment BankWe are a global wealth manager with a presence in over 50 countries. Our investment bank is a leading player in the Australian market, covering financial institution clients across Australia and working closely with the global UBS network.Job DescriptionAs a Senior Investment Banking Associate, you will work...

  • Dealer's Administrative Assistant

    7 days ago

    Sydney, New South Wales, Australia Morgans Financial Limited Full time

    Morgans Financial Limited is a leading provider of financial services, with a strong focus on delivering exceptional results for our clients.Job DescriptionThis Dealers Assistant role is an excellent opportunity to join our team and contribute to the success of our business. As a key member of our team, you will be responsible for providing administrative...

  • Senior Financial Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Agriculture Financial Services Corporation Full time

    PICA Group - A Leader in Agriculture Financial Services CorporationPICA Group is a leading provider of agricultural financial services across the east coast, with a strong focus on customer service and quality delivery. Our Strata Accounting team is responsible for delivering professional accounting services to our strata managers for our clients.We are...

  • Financial Institutions Advisor

    6 days ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    About the OpportunityWe're offering an exciting opportunity for an experienced Investment Banking Associate to join our team in Sydney. As a key member of our Financial Institutions team, you'll have the opportunity to work on complex transactions and develop your skills in areas such as M&A, equity raisings and debt raisings.Your Key ResponsibilitiesWork...

  • Financial Analyst Supervisor

    7 days ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    **About UBS Financial Services**We are the world's largest and truly global wealth manager. Our business divisions include Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank.Our diverse team of experts operates in all major financial centers across over 50 countries.Why Choose Us?At UBS, we value our employees'...

  • Financial Planner – SW Sydney

    3 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...