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Financial Guidance Specialist
2 weeks ago
Job Title: Financial Guidance Specialist
", "Key Responsibilities:
", "• Provide expert financial guidance to members, ensuring they receive the right advice at the right time.
", "• Triage member requirements and determine suitable advice pathways.
", "• Coordinate the entire advice journey from initial inquiry through to implementation.
", "Required Skills and Qualifications:
", "• Previous administrative experience in a corporate environment, preferably within financial services.
", "• Strong verbal and written communication skills with attention to detail.
", "• Ability to prioritize tasks, work autonomously, and meet deadlines consistently.
", "• Experience with financial planning software (XPLAN knowledge beneficial).
", "What We Offer:
", "• Hybrid and flexible work environment.
", "• 15% superannuation.
", "• Additional paid leave over Christmas and New Year.
", "• 18 weeks paid parental leave.
", "About Us:
", "We are dedicated to creating an inclusive workplace where everyone feels valued and appreciated for being their authentic selves.
", "We celebrate diversity and believe that different backgrounds and experiences enrich our relationships and bring meaningful benefits to our people, our members, and the communities we serve.
"] ,