Disclosure Specialist

6 hours ago

Sydney, New South Wales, Australia Insignia Financial Full time

Disclosure Specialist
- Permanent full-time role in Sydney or Melbourne
- True Flexibility - 40% in the office
- Join our dedicated Distribution division

**The Role**

As a Disclosure Specialist, you will play a pivotal role in delivering member disclosure communications in a compliant and efficient manner across various BAU and project initiatives. You will execute effective stakeholder management, involving running communication walk-through meetings, seeking consensus on changes, and collating feedback from diverse stakeholders. Additionally, you will ensure adherence to governance standards, proactively manage risks, and prioritise the member experience, all within a collaborative and supportive team environment conducive to professional growth and development.

**Key Responsibilities**:

- Update and finalise disclosure communications accurately and in line with stakeholder requirements, adhering to specified BAU or project deadlines.
- Manage stakeholders effectively by organising and facilitating communication walk-through meetings, gathering feedback, and seeking consensus on changes from various stakeholders.
- Proofreading and document reviewing to ensure the quality and accuracy of disclosure materials.
- Seek approval from senior stakeholders for finalised disclosure communications, ensuring alignment with organisational objectives.
- Proactively monitoring risk and assurance requirements within agreed risk appetite and managing non-compliance in a timely manner.
- Maintain detailed records of document updates for both internal and external auditing purposes, ensuring transparency and accountability.
- Utilise content management systems like Keystone or graphic design processes to update disclosure communications, following best-practice standards.
- Advocate for members and prioritise their experience by delivering clear and effective communications, while also implementing appropriate governance measures and ensuring consistency in changes across documents and products.
- Understand regulatory requirements, ensuring compliance with bodies such as ASIC, and foster positive relationships with regulatory bodies.

**To be successful in this role you will possess**:

- Strong Senior stakeholder management experience
- Keystone (preferred but not essential)
- Solid Superannuation experience
- Strong understanding of Superannuation policy and PDS documents
- Project management skills
- Self-motivated with a strong work ethic and an excellent attention to detail
- Adaptability and commitment to upholding the member experience

**Benefits**
- Development opportunities at an ASX top 200 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits

**The Business**

Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).

**To Apply**

Please submit your resume with a covering letter by clicking on "."

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Job ID 7188

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