Financial Remediation Specialist

2 months ago


Sydney, New South Wales, Australia Whizdom Recruitment Full time

Job Summary: We are seeking a skilled Qualified Case Assessor to join our team at Whizdom Recruitment in Sydney. As a Remediation Professional, you will be responsible for assessing and resolving complex financial complaints.

Mandatory Requirements:

  • RG-146 certification with all modules
  • At least 2 years' experience in remediation of complex financial advice
  • Strong verbal and written communication skills with a customer service focus
  • Ability to work independently with minimal supervision

Key Responsibilities:

  • Document customer information and case assessment work papers in our case management system
  • Request relevant information, including confidential documents, to inform assessment of complaints
  • Follow up as required with customers via email and telephone
  • Draft formal 'Assessment Outcome' documents for clients and customers

Desired:

  • Proficiency in Excel

Security Requirements: Australian Citizen



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