Private Advice Assistant

Req ID: 102869

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 Type: Permanent

Role Location: Level 10, 242 Pitt Street, Sydney NSW 2000

Work Hours: Full time (40 hrs/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

Providing excellent customer support via phone, email and in adviser led appointments

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.

At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you're a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit ANZ Accessibility and Inclusion Programs for alternate contact methods.

. You can apply for this role by visiting ANZ Careers and searching for reference number

Job Posting End Date

01/10/2025 , 11.59pm, (Melbourne Australia)