Expert Financial Services Coordinator

1 month ago


Melbourne, Victoria, Australia AIA Full time

At AIA, we're committed to helping people live healthier, longer, better lives. As a key member of our Financial Services team in Sydney or Melbourne, you'll play a vital role in supporting our Financial Planners and providing exceptional customer experiences.

The Opportunity

We're seeking an experienced and skilled Expert Financial Services Coordinator to join our team. In this dynamic role, you'll work closely with our Financial Planners to provide comprehensive administrative support, research data, and implement customer advice.

  • Liaise between financial planners and customers to ensure seamless communication and understanding.
  • Support the evaluation of data to inform business decisions and drive growth.
  • Assist in preparing customer meetings, handling documentation, record management, and implementing advice to customers.
  • Conduct research on existing products to support our Advisers and drive sales.
  • Provide timely assistance with customer queries and implement customer advice effectively.
  • Collaborate with different departments to support business initiatives and maintain a well-functioning team.
Requirements

To succeed in this role, you'll need:

  • A Diploma of Financial Services, Financial Planning (RG146 compliance) is preferred.
  • Experience working in a fast-paced customer service or client-facing environment.
  • 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.
What We Offer

At AIA, we offer a range of benefits that will enhance your career and personal life. You'll have access to:

  • Ongoing training and development to build on your current skills.
  • Additional leave days each year to recharge and refresh yourself.
  • Supportive and inclusive managers who will guide you throughout your journey.
  • Flexible working arrangements that fit your needs.

We're proud to be one of Australia's leading life insurance companies, helping over 3.5 million Australians achieve their goals. Join us today and contribute to shaping a brighter future for our customers and communities.


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