Financial Services Associate

1 week ago

Sydney, New South Wales, Australia AIA Full time
About the Opportunity

We are seeking a highly skilled and motivated individual to join our Financial Services team as an Advice Associate. In this role, you will work closely with our Financial Planners to provide comprehensive administrative support and deliver a personalized experience to our customers.

Key Responsibilities
  • Liaise between financial planners and customers to ensure seamless communication and support.
  • Support research and evaluation of data to inform business decisions.
  • Assist in the preparation of customer meetings, including research, documentation, and record management.
  • Conduct existing product research to support our Advisers in providing expert advice.
  • Assist with customer queries and implement customer advice in a timely manner.
  • Collaborate with different parts of the business to support business initiatives and contribute to a well-functioning team.
Requirements
  • A Diploma of Financial Services, Financial Planning (RG146 compliance) is preferred.
  • Experience in a busy customer service or client-facing role.
  • Previous experience working in a Financial Planning or Advice business.
  • Strong written and verbal communication skills.
  • Well-developed rapport-building and customer engagement skills.
  • Sound risk management thinking and practices.
About AIA

AIA is a leading life insurance company that helps people live healthier, longer, better lives. We are committed to making a positive impact on our customers' lives and are proud to have been recognized as Life Insurance Company of the Year in the 2023 ANZIIF awards.

We offer a range of benefits to our employees, including access to training and development opportunities, flexible working arrangements, and a supportive and inclusive work environment.

  • Financial Services Associate

    1 day ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    {"title": "Financial Services Associate", "content": "Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Associate to join our team. As a key member of our front office, you will be responsible for providing exceptional client service and support in the debt markets.Key Responsibilities:Client Services: Provide specialized...

  • Financial Services Associate

    4 days ago

    Sydney, New South Wales, Australia AIA Full time

    About the OpportunityWe are seeking a highly skilled and motivated individual to join our Financial Services team as an Advice Associate. This is an exciting opportunity to work closely with our Financial Planners and provide comprehensive administrative support to deliver exceptional customer experiences.Key ResponsibilitiesLiaise between financial planners...

  • Financial Services Associate

    1 week ago

    Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at Perpetual. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our Financial Advisers and Partners.Key Responsibilities:Attend and actively participate in client...

  • Trust Accountant

    1 week ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    About the RoleAs a key member of the Finance team at Pepper Financial Services Group, you will play a critical role in ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems. This position will also support other accounting activities related to Special Purpose Vehicles, mainly related to funding and Trust expenses.Key...

  • Trust Accountant

    4 days ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    About the RoleAs a key member of the Finance department at Pepper Financial Services Group, you will play a crucial role in ensuring the accuracy and timeliness of accounting related to the Pepper Lending Systems. This position will also support other accounting activities related to Special Purpose Vehicles, mainly related to funding and Trust expenses.Key...

  • Operations Associate

    1 week ago

    Sydney, New South Wales, Australia Randstad Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Operations Associate to join our team at Randstad. As an Operations Associate, you will play a critical role in supporting the growth and success of our financial services clients.Key ResponsibilitiesDevelop and Implement Operational Processes: Design and implement efficient operational...

  • Middle Office Associate

    7 days ago

    Sydney, New South Wales, Australia GOW Recruitment Full time

    Job Summary:GOW Recruitment is seeking a highly motivated and detail-oriented Middle Office Associate to join our client's Sydney team. As a Middle Office Associate, you will play a critical role in ensuring the smooth operation of our client's financial services business.Key Responsibilities:New Client Onboarding: Collaborate with internal teams to onboard...

  • Operations Associate

    7 days ago

    Sydney, New South Wales, Australia Sharesies Full time

    About the RoleWe're a dynamic financial services company that values innovation and industry-leading thinking. Our mission is to empower individuals with financial knowledge and tools to achieve their long-term wealth goals.This exciting opportunity has arisen in our Operations team as an Operations Associate. This role is based in our central office, where...

  • Financial Services Associate

    4 days ago

    Sydney, New South Wales, Australia Fisher Investments Full time

    About the RoleFisher Investments Australasia Pty Ltd is seeking a highly motivated and detail-oriented individual to join our team as a Client Service Associate. As a key member of our operations team, you will play a critical role in supporting our high-net-worth clients and ensuring the smooth execution of our firm's relationship with them.Key...

  • Client Services Associate

    7 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    About the RoleAnton Murray Consulting is seeking a highly skilled Client Services Associate to join our team in the financial services industry. As a Client Services Associate, you will play a critical role in providing exceptional customer service to our clients, ensuring their needs are met, and building strong relationships with internal stakeholders.Key...

  • Financial Services Associate

    1 day ago

    Sydney, New South Wales, Australia Fisher Investments Full time

    About the Role:Fisher Investments Australasia Pty Ltd is seeking a highly skilled Client Service Associate to join our team in Sydney. As a key member of our Private Client Group, you will be responsible for forming relationships with high-net-worth clients and providing them with exceptional support in navigating their financial futures.The Opportunity:You...

  • Financial Accountant

    1 day ago

    Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    {"The Role": "The Finance TeamAt Pepper Financial Services Group, our Finance department is a vital part of our organization, providing expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Trust Accountant, you will play a crucial role in ensuring accurate and timely accounting related to the Pepper Lending...

  • Operations Associate

    1 week ago

    Sydney, New South Wales, Australia Workforce Australia for Individuals Full time

    Are you looking to take your next step in the financial services industry? Our client, Workforce Australia for Individuals, is currently seeking an Operations Associate to join their team as they undergo a period of growth. They specialize in helping individuals unlock the equity they have built up in their homes through reverse mortgage lending. They...

  • Associate (Financial Services) - Expert Recruiter

    7 days ago

    Sydney, New South Wales, Australia Gerson Lehrman Group, Inc. Full time

    About the RoleGerson Lehrman Group, Inc. is seeking a highly motivated and detail-oriented Associate to join our team as a Financial Services Recruiter. As a key member of our Client Solutions team, you will be responsible for identifying and establishing consulting relationships with professionals, business executives, and industry experts.Key...

  • Senior Financial Reporting Associate

    7 days ago

    Sydney, New South Wales, Australia 1588 State Street Services Australia Pty Limited Full time

    Job SummaryThe Senior Financial Reporting Associate role within Global Delivery at 1588 State Street Services Australia Pty Limited is responsible for preparing and reviewing various financial reporting packages in accordance with established procedures. This position involves interaction with various units locally and overseas, requiring excellent...

  • Onboarding and Maintenance Associate

    1 week ago

    Sydney, New South Wales, Australia CMC Markets Full time

    About the RoleWe are seeking a highly organized and detail-oriented Onboarding and Maintenance Associate to join our New Business team at CMC Markets. This is an entry-level role that could be suited to those looking for a graduate position in financial services or operations.Key ResponsibilitiesProcess new client accounts in a timely and accurate manner,...

  • Tax Associate

    1 week ago

    Sydney, New South Wales, Australia Grant Thornton Full time

    About Grant ThorntonGrant Thornton Australia is a leading accounting, advisory and consulting firm that provides proven expertise, principled execution, and personalized experience to its clients.About the RoleWe are seeking an experienced Tax Associate or Senior Tax Associate to join our Sydney team in the Financial Services Advisory practice.Key...

  • Marketing Associate

    1 week ago

    Sydney, New South Wales, Australia PIMCO Full time

    About PIMCOPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one...

  • Marketing Associate

    1 week ago

    Sydney, New South Wales, Australia Pacific Investment Management Co Full time

    About Pacific Investment Management CoPacific Investment Management Co is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep...

  • Associate (Financial Services) - Network Development

    1 week ago

    Sydney, New South Wales, Australia GLG Full time

    About GLGGLG is a leading provider of business intelligence and expert networking solutions. We connect professionals, business executives, and industry experts to facilitate knowledge sharing and collaboration.Job SummaryWe are seeking an Associate (Financial Services) to join our team. The successful candidate will be responsible for developing and...