Private Advice Assistant, Sydney Nsw

3 days ago

Sydney, Australia ANZ Banking Group Full time

**Req ID**: 75413
**Department**: Private Advice
**Division**: Australia Commercial
**Location**: Sydney
About Us
At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.
About the Role
As a Private Advice Assistant, you are to support the efficient delivery and implementation of advice solutions while providing excellent support for Advisers to enhance customer experience. You will also provide opportunity for customer interaction in order to deliver first class customer service. Customer interaction will often be via Adviser led appointments or may be through direct customer interaction during transactional activities.
Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.
**Role Location**: 242 Pitt Street, Sydney NSW 2000
**Role Type**: Permanent, Full time (40 hours/week)
What will your day look like?
**As a Private Advice Assistant, you are accountable for**:
Prepare and implement customer advice documentation in a timely manner and assist with the delivery of quality advice
Provide administrative support where assistance is required in meeting customers strategic needs
Use our process and systems proactively whilst supporting the business in delivering customer outcomes
Act in line with our purpose and strategy to re re-engage the community, be worthy of their trust and ensure our products and services are provided honestly, fairly and are free of any conflicts of interest.
What will you bring?
To grow and be successful in the role, you will ideally bring the following:
Experience in the Financial Advice Industry
**Highly Regarded**: Diploma of Financial Planning and/or related degree
Customer-centric and passionate about driving and delivering customer advice outcomes
Excellent written and verbal communication skills
Resilient, fast paced with a strong growth mindset
Ability to build productive relationships with team members, advisers and stakeholders
Ability to identify, monitor and manage risks
You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.
So why join us?
From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.
But it's not just our customers who'll feel your impact. you'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.
We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.
Job Posting End Date
19/09/2024, 11.59pm, (Melbourne Australia)

  • Board Member, The Board of Infrastructure Nsw

    6 days ago

    Sydney, Australia NSW Government -Infrastructure NSW Full time

    **Expressions of Interest, The Board of Infrastructure NSW, Sydney, Western Sydney, Regional NSW and other** **Play your part in creating a sustainable infrastructure legacy for NSW!** We are seeking to appoint 3 new members to the Board of Infrastructure NSW. The Board of Infrastructure NSW comprises the Chief Executive Officer, an independent...

  • Lending Specialist, Private Bank, Sydney Nsw

    3 days ago

    Sydney, Australia ANZ Banking Group Full time

    **Req ID**: 82245 **Department**: Private Client **Division**: Australia Commercial **Location**: Sydney About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role As a Lending Specialist in Private Bank, you’ll play...

  • Financial Advice Administration

    3 weeks ago

    Sydney, New South Wales, Australia Buscojobs Part time

    Client Services Officer / Client Services Managers - SutherlandPart-time positions (flexible schedule)We are seeking an experienced Advice Implementation Specialist who has workeddirectly in financial planning practices, supporting advisers with the preparation and implementation of advice. This role is not suitable for candidates from banking, mortgage...

  • Head of Advice

    3 days ago

    Sydney, Australia Profusion Group Full time

    Sydney CBD location with some travel required. - Manage a team of advisers and support staff - Attractive salary package **Company Overview** The Head of Advice role manages the Financial Planning team for a national, well-established organisation. The already successful Financial Planning arm is expected to undergo significant growth, this role will be...

  • Dental Assistant Sydney, Nsw

    1 week ago

    Sydney, Australia Bupa Dental Corporation Full time

    **Job Reference: EPGN-JO-2207-20379** A career at Sydney Dental Surgeons is more than just a job. It's an opportunity to make a real difference in the lives of our patients and community. Our purpose, helping people live longer, healthier, happier lives, is what inspires us. It's a promise to our customers to change lives for the better. Our people are at...

  • Asset & Wealth Management, Private Credit, Associate, Sydney Sydney · Australia · Associate

    3 hours ago

    Sydney, New South Wales, Australia Goldman Sachs Bank AG Full time

    OverviewAsset & Wealth Management, Private Credit, Associate, Sydney location_on Sydney, NSW, AustraliaBringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of...

  • Manager Secretary Advice

    5 days ago

    Sydney, Australia NSW Office of the Secretary Full time

    **_Together we shape thriving communities, public spaces, places and economies._** - **Newly created role to lead and manage the Secretary Advice team**: - **Ongoing full-time opportunity**: - **Office location - Parramatta and Sydney CBD (2-3 days per week) with flexible/hybrid working supported**: - **Salary relative to experience and ranges from...

  • Assistant Manager, Sydney Nsw

    1 week ago

    Sydney, Australia ANZ Banking Group Full time

    **Req ID**: 81353 **Department**: Small to Medium Enterprise Banking NSW/ACT **Division**: Australia Commercial **Location**: Sydney About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role As an Assistant Manager,...

  • Technical Advice Specialist

    1 week ago

    Sydney, Australia Perpetual Limited Full time

    More Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment: Work where we work best - whether in the office or from home- Provide best practice quality and compliance advice to our teams of finance professionals Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11...

  • Private Wealth Advisor

    2 weeks ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Private Wealth Advisor role at Macquarie Group1 week ago Be among the first 25 applicants Join to apply for the Private Wealth Advisor role at Macquarie Group We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management.We are committed to investing in...