Private Advice Assistant

3 months ago

Brisbane, Australia ANZ Banking Group Full time

**Req ID**: 68438
**Department**: Private Advice
**Division**: Australia Commercial
**Location**: Brisbane
About Us

At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

About the Role

The purpose of the role is to support the efficient delivery and implementation of advice solutions while providing excellent support for Advisers to enhance customer experience. The role will also provide opportunity for customer interaction in order to deliver first class customer service. Customer interaction will often be via Adviser led appointments or may be through direct customer interaction during transactional activities.

**Role Location**: Brisbane or Gold Coast
**Role Type**: Permanent

What will your day look like?
Prepare and implement customer advice documentation in a timely manner and assist with the delivery of quality advice
Provide administrative support where assistance is required in meeting customers strategic needs
Use our process and systems proactively whilst supporting the business in delivering customer outcomes
Act in line with our purpose and strategy to re re-engage the community, be worthy of their trust and ensure our products and services are provided honestly, fairly and are free of any conflicts of interest
What will you bring?
Experience in the Financial Advice Industry
**Highly Regarded**: Diploma of Financial Planning and/or related degree
CustomerCustomer-centric and passionate about driving and delivering customer advice outcomes
Excellent written and verbal communication skills
Resilient, fast paced with a strong growth mindset
Ability to build productive relationships with team members, advisers and stakeholders
Ability to identify, monitor and manage risks
So why join us?

From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.

But it's not just our customers who'll feel your impact. you'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.

We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.

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