Advice Operations Consultant

2 months ago

Melbourne, Australia AMP Limited Full time

**The opportunity**

The main purpose of this role is to deliver excellent administration and support services to AMP’s Aligned and Non-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**

The Consultant will be responsible for, including but not limited to:

- Effectively manage your workflow, prioritising actions according to business impact, regulatory requirements, SLA’s, and urgency of task.
- Operate with a strong customer focus to ensure the delivery of a high-quality service.
- Demonstrate a high level of attention to detail and accuracy in processing.
- Strong literacy and communication skills
- Participate, collaborate, and be engaged in team meetings and focus working groups
- Contribute and share feedback to support continuous improvement opportunities to enhance our service standard and quality.
- To assist in the investigation and resolution of adviser queries and complaints.
- Investigation and resolution of unallocated invoice payments, including refunds to clients

**What you will bring to the role**
Experience & Qualifications required
- Relevant experience within an operations function, preferably in the financial service industry
- Previous experience in a customer service role working with high volumes, high pressure in administrative work with daily targets (desirable)
- Tertiary qualifications in business, finance, or related discipline (desirable)

Job Specific Capabilities Required

In addition to your technical skills, you should be able to demonstrate an excellent level of competency in the following:

- Demonstrated understanding of SLA’s, capacity management and achieving goals and targets
- Strong communication skills
- Proven ability to build and maintain effective stakeholder relationships
- Proven ability to operate with a strong customer focus to ensure the delivery of high-quality service
- Experience managing and prioritising work in allocated queue
- High levels of attention to detail and accuracy
- Sound decision making, problem solving and negotiation skills
- Understanding of the Financial Planning industry & the administration systems within a financial planner environment (highly desirable)
- Advance excel skills, ability to complete VLOOKUP, formulas etc.

**Working for AMP**
We are transforming our business. We are looking for people with courage, accountability and integrity who inspire the same in others. If you are comfortable challenging the status-quo and perform at your best in an evolving and complex environment - we need you.

**The investor in all of us - AMP**

**Wellbeing & Benefits**
We invest in the health, wellbeing and development of our people by offering a range of great benefits to support you be your best, professionally and personally:

- We-Flex: Choose how, when and where you work.
- CHAMP Program: Access for you and your family to 24/7 wellbeing and counselling support.
- Well-being programs and activities: Annual health checks, flu vaccinations, information sessions.
- Volunteering: opportunities through our AMP Foundation.
- Financial Well-Being: competitive home loans, leading superannuation contribution, discounted financial advice and personal insurance.

**Inclusion & Diversity**
The diversity of our people is core to our ability to innovate, grow and achieve great outcomes for our people, customers, shareholders and the community. If you have a natural curiosity, an appreciation for differences and an innate willingness to help others you will be valued at AMP.

At AMP we are committed to improving employment opportunities for Aboriginal and Torres Strait Islander peoples and we encourage applicants from Aboriginal and Torres Strait Islander descent to apply. Read more about our Reconciliation Plan **here **.**

**Message to recruitment agencies

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