Advice Operations Specialist

1 day ago


Melbourne, Australia AustralianSuper Full time

12-month max-term contract opportunity for an Advice Operations Specialist to join the Member Service Delivery Team.

**Main Advert**

At AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. That’s why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is celebrated for the opportunity it provides us all to learn and grow, and deliver better outcomes for members.

**Your New Role**

We have a 12-month max-term contract opportunity for an Advice Operations Specialist to join the Member Service Delivery Team. The purpose of this role is to manage the day-to-day business operations of Advice Services to support the retention and growth of members under advice. In this role, you will support various advice specialist functions, using processes, tools, and technology to ensure middle and back-office functions meet business standards and agreed SLAs.

The role is also responsible for managing and supporting adviser tools such as Adviser Portal, Member Direct Adviser Portal and CRM from an SME perspective, focusing on enhancement and troubleshooting.

**Key responsibilities will include**
- Manage fortnightly advice fee batch process, ensuring fees are deducted and payments processed accurately and on time.
- Manage and maintain the automated adviser onboarding process. Ensure advisers are created correctly in core systems and resolve exceptions. Perform regular checks to ensure compliance requirements are met.
- Work closely with Advice Assurance to manage adviser licensee movements, ensuring adviser member account authorities are managed and updated in line with ASIC guidelines. Address any concerns with advisers in coordination with Advice Assurance for immediate action.
- Act as data custodians and experts on all Adviser Services related areas, including adviser authorities, advice fees, workflow cases and adviser/licensee profiles. Manage various data requests from stakeholders.
- Manage and monitor the end-to-end process of adviser third-party authorities. Ensure authorities timely creation, revocation, or update of authorities the through TPA automation channel connected with our administrator.
- Maintain adviser and authority records within our core registry (CRM) to ensure records are kept up to date and accurate at all times.

**What You’ll Need**
- Excellent verbal and written communication, interpersonal, and collaboration skills
- Demonstrated experience in stakeholder management
- Strong organisational skills with the ability to manage own workplan, multitask and work autonomously.
- Strong analytical, data management and reporting skills
- High attention to detail and accuracy, proficient in identifying errors and system issues.
- Proficient in system knowledge and usage, demonstrating a keen ability to comprehend and navigate system behaviors effortlessly.
- Advanced MS Excel (Macro) and PowerPoint skills
- Power BI, Power Apps skills

**Life at AustralianSuper**

AustralianSuper is committed to colleague development, and we support our people with ongoing learning, coaching and training, as well as career opportunities across our expanding global organisation. We offer generous leave entitlements and promote a blended working environment in which all roles can flex, and we’re happy to discuss what this looks like for you.

We cultivate a workplace that champions safety, respect, inclusiveness and diversity. We are committed to supporting our diverse workforce in a way that is inclusive and embraces diversity in all its forms. If you require any reasonable adjustments to the recruitment process or the role, please let our recruitment team know.

**What’s Next**

Australian or New Zealand citizenship or Australian permanent residency status is required.

**_Progress powered by purpose.
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- Agencies please note: this vacancy is being managed directly by AustralianSuper’s Talent Acquisition team. We will contact our preferred agency partners should we require additional support. Thank you._

**The AustralianSuper Story**

As a profit-to-member superannuation fund, AustralianSuper is run only for members, and is here to help members achieve their best possible retirement outcome. We don't pay profits or dividends to shareholders, so the money we make goes back into the fund.

We’re an organisation of talented, inspiring colleagues and passionate leaders. As we continue to grow in size and complexity, we need people who will challenge our thinking, deliver outstanding outcomes and most importantly, share in our purpose.



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