Broker Portfolio Administrator

2 weeks ago

Brisbane, Queensland, Australia beBeeAdministration Full time $84,571 - $98,785
About the Role

Your key responsibilities will include:

  • Collaborating with Relationship Managers and State Sales Teams to provide guidance and support on accreditation and broker portfolio activities across all brands.
  • Communicating and collaborating with Aggregator Accreditation and Administration areas to ensure accreditation requirements and standards are met, and obtaining necessary information to maintain accurate broker records.
  • Processing NEW broker accreditations and TRANSFER of accreditations, ensuring Group Standards are met.
  • Liaising with Aggregator Head Groups (Accreditations / Admin areas) to obtain necessary documents and/or information to ensure accreditation standards are met.
  • Accurately recording broker accreditation details across all Group platforms.
  • Accurate and timely processing cancellation of broker accreditations, ensuring Group Standards are met.
  • Liaising with Aggregator Head Groups (Accreditations / Admin areas) to obtain necessary information to update records.
  • Assisting Manager Broker Governance under directions.
  • Monitoring statistic data to ensure operations are within service level tolerances.
  • Implementing actions plans to correct service levels in collaboration with the Manager Broker Governance.
  • Addressing enquiries from State Sales Teams, Aggregator Head Groups and other internal support areas.
About You

We're seeking a detail-oriented professional with strong administration skills and a commitment to excellence. You'll work closely with Relationship Managers and State Sales Teams, providing guidance and support on accreditation and broker portfolio activities.

Your ability to communicate and collaborate effectively with Aggregator Accreditation and Administration areas is essential to meeting our accreditation standards.

We value customer service, integrity, and professionalism. If you're ready to contribute to our success and grow your career, we would love to hear from you.

Requirements

To be successful in this role, you'll need:

  • 1 to 3 years' experience in a similar position.
  • A sound understanding of the Broker Industry and Aggregator structures.
  • Strong analytics skills (data analytics, policy and process documents).
  • Effective follow-up action techniques.
  • Strong Microsoft Office skills (Excel, including formula and database, Word, and navigating web internet).
About Us

We're one of Australia's leading regional banks, providing a genuine alternative for Australian financial services customers and employees. Our purpose is to create prosperity for our customers, shareholders, and people through empathy, integrity, and making a difference.

We continuously adapt and deliver in a transformational and collaborative environment with a strong focus on community.

We foster a workspace that values and leverages difference and creates new possibilities, where our people feel confident to bring their best selves to work every day.

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