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Aso4 Level Advice Administration Officer

4 months ago

Adelaide, Australia HOBAN Recruitment Full time

**Key Responsibilities**:

- Triage and assess member referrals to determine appropriate financial information or advice channels.
- Handle inbound and outbound calls to assist members, including booking appointments for our financial planners.
- Greet members and manage reception duties during appointments.
- Conduct preliminary investigations and establish member profiles in financial planning software.
- Complete third-party authorities for Super SA members receiving advice from IFS financial planners.
- Contact external superannuation funds and insurers to gather details of members' financial products.
- Use internal systems to monitor the progress of implementing financial advice for members.

**Must-Haves**:

- Experience working with a superannuation fund or financial advisory practice.
- Proven ability to deliver a member/customer-focused service.
- Ability to work effectively under limited direction, identify priorities, and adapt to change.
- Experience providing support and disseminating agency knowledge across multiple teams.
- Sound knowledge of the financial advice process.

**Desirable Requirements**:

- Experience working with Xplan software.

**Requirements**:

- Confirmation of reference checks conducted.

**Application Deadline: 19 February 2024