Adviser Administration Consultant

4 days ago


Sydney, Australia TAL Full time

Company Description

Welcome to This Australian Life.

From the millions of Australians we protect, to those that make it happen every day at TAL, people really are what we’re all about. We want to grow with you. Achieve with you. And support you to do your best work. That's why we're focused on developing leadership, promoting diversity, rewarding excellence and retaining great talent.

We're always looking for people who want to go further with us. People who do what’s right, aim high, and work smart. Why not see where we can go?

**Job Description**:
This role is accountable for the effective centralised management and maintenance of TAL’s various Distribution Agreements, databases, and associated functions including clients’ and Dealerships’ requests on servicing and distributors portfolio matters.

In this role you will:

- Be responsible for the maintenance and updates of TAL’s Distribution agreements and schedules.
- Be accountable for the final approval of agreements and other relevant internal and legislative documentation for the appointment of new distributors.
- Verify appointees leading to set up/approval of new appointments for Licensees, Authorised Representatives in line with AFSRA and TAL’s policies.
- Manage all Distributors functions in regard to categories and movements - pre/post FSR. (e.g. change of company, panel allocation, profiles, principals, etc.)
- Terminate distributors as authorised and manage ongoing records to meet TAL’s legal and administrative requirements.
- Transfer portfolios between distributors and specific policies as requested by clients in line with TAL’s various Distribution agreements.
- Prepare, analyse and deliver Distributors’ client portfolios and Funds under Management reports.

**Qualifications**:
To be successful in this role you will have,
- Tertiary qualification in business or related discipline.
- Ability to work well, communicate and negotiate optimal business outcomes with senior stakeholders.
- Excellent planning, time management and organisational skills.
- Ability to recognise, analyse and solve problems.

You’re always accountable for your actions. You never give up. You strive to find the best outcomes for customers and partners. And you value working together to find the best solutions for problems.

Additional Information
**Additional Information**:
Work is a big part of this Australian life, and we work hard to make it one of the best parts. We don’t just say it; we do it. We offer a workplace that’s inclusive and flexible, supporting our people with options that let them make the most of their careers.

We know the value of having different people from all walks of life, with varied points of view and attributes regardless of their age, ethnicity, religion, sexual orientation, gender identity, intersex status or any disabilities they might be living with. We strive for a diverse and inclusive workplace where a sense of belonging encourages people to bring their full selves to work.

LI-Remote

Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyone’s responsibility.



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