Advice Operations Specialist

2 weeks ago

Brisbane, Australia Australian Retirement Trust Full time

**An exciting opportunity exists as an Advice Operations Specialist within our Retirement Division. Play a key role in empowering advisers, streamlining services, and driving strategic initiatives.**

**Why join us?**
- State of the art offices with offerings like end of trip facilities, yoga and multi faith room, barista coffee, indoor gardens, and a multitude of spaces to encourage a collaborative culture, our workspaces are something we are extremely proud of.
- A mature outlook on flexible work arrangements which allows you to truly balance work and life. A #hybrid work from home approach is embedded in our ways of working.
- We have excellent career progression and development opportunities; we are committed to continuous improvement and have exciting plans for our future.
- We have an incredible company culture where wellbeing of our employees is at the forefront of everything we do.

**About the role**

In this newly created role, you will play a critical role in supporting the efficient delivery of financial advice services and strategic initiatives within Advice, Guidance & Education. This position requires a strong focus on operational excellence, strategic thinking, and data-driven decision making.

Key responsibilities will include:

- Managing the delivery of operational services like scheduling and administration to ensure effective advice delivery.
- Identifying process improvements and business enhancements to increase operational efficiency.
- Supporting workforce management plans across Advice, Guidance & Education to optimise resourcing and performance.
- Assisting with performance reporting, highlighting trends and opportunities for broader business consumption or executive and board level.
- Assisting with performance reporting, highlighting trends and opportunities.

This role is available as a **permanent opportunity** and has the flexibility to be based in **Brisbane**, **Sydney** or **Melbourne.**

**About you**

We're looking for someone who is not just skilled, but passionate about operational excellence. You thrive in a fast-paced environment, are comfortable with data analysis, and have a knack for turning insights into action. You're a collaborative problem-solver, someone who can translate strategic goals into concrete operational plans. Above all, you're driven by a deep commitment to Australian Retirement Trust's mission of providing accessible, impactful financial advice.

If this is the right role for you, your skills and qualifications may include:

- Relevant tertiary qualifications in Business Administration, Accounting or another related field.
- Ability to analyse problems and provide appropriate solutions that effectively address and balance both member and business needs.
- Understands business problems/processes, data collection and implications of data.
- Analytical ability to interpret and communicate data analysis to stakeholders.
- Ability to distil complex issues into succinct and easily understood language that convey messages successfully at all levels of the organisation.

**About us**

As one of Australia’s largest superannuation funds, we proudly take care of over $260 billion in retirement savings. Our teams are as diverse and unique as the members we strive to inspire and empower. Our inclusive culture means you will be valued and heard in a respectful workplace, where you can be your authentic self every day. When you work for Australian Retirement Trust, every day is an opportunity to be a force for good in the lives of more than 2.3 million members.

**How to apply**

We are a Circle Back Initiative Employer - we commit to respond to every applicant.

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