Financial Services Coordinator

1 day ago

Sydney, New South Wales, Australia Aware Super Full time
{"title": "Advice Implementation Specialist", "description": "Role Overview

As a key member of our team, you will play a vital role in delivering exceptional service to our clients and members, supporting financial planners with their administration and operational requirements.

Your primary focus will be the implementation of advice, ensuring our members and clients receive top-notch service.

Key Responsibilities
  • Daily Administration: Coordinate and complete daily tasks with accuracy and timeliness.
  • Client Interaction: Set realistic timeframes and expectations, and respond to client enquiries professionally.
  • Support Financial Planners: Ensure documentation and client data are accurate, and provide additional support as needed.
  • Client Implementation: Collaboratively support financial planners to achieve goals and targets.
Requirements

To succeed in this role, you will need:

  • Excellent Communication Skills: Strong written and verbal communication skills.
  • Attention to Detail: Strong attention to detail.
  • Time Management: Strong time management and organizational skills.
  • Phone Manner: Excellent phone manner.
  • Technical Skills: Basic MS Excel and MS Word skills.
About Aware Super

We value flexibility and know that it helps you manage work and life.

At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.

", "lang_code": "en-US"}

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