Case Support Officer

1 week ago


Melbourne City Centre, Australia HAYS Full time

Top 4 Firm/ 5-Month Contract/ $350-$450 Per Day/ MUST HAVE DIPLOMA OF FIN PLANNING
**Your new company**
Join an exciting Remediation project with a Big 4 Firm who are committed to delivering large-scale projects for Financial Services clients and provide solutions. The team works in a target-orientated, time conscious environment.

**Your new role**
A Case Support Officer (Contractor) will be required to:

- Assist in WIP & case analysis, case allocation, analysis and management of rework and aged cases
- Verify and validate the completeness of case files in line with the prescribed process guidance requirements.
- Conduct partial reviews of junior team members’ case assessments where required.
- Monitoring and Reporting to management elements of the Case Assessment process as required.
- Act as a point of contact between Case Supply and Case Assessment
- Contribute to developing and implementing work flow practices to enhance team efficiency

**What you'll need to succeed***
- Undergraduate degree (business/finance specialisation is strongly preferred)
- Full RG 146 (incl. SMSF and Margin Lending) with up to date CPD is essential (Advanced Financial Planning Diploma is desirable).
- Highly developed communication skills, both written and verbal.
- Prior experience in an Advice Compliance, Paraplanning or file audit environment would be desirable.

**What you'll get in return**
This is a fantastic opportunity to work for a globally recognised brand in a dynamic cultured team environment. The organisation offers a competitive hourly rate, excellent long-term career prospects and hybrid working arrangements.

**What you need to do now**

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

**LHS 297508** #2741374


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