Private Advice Assistant

7 days ago

Brisbane, Australia Australia and New Zealand Banking Group Limited (ANZ) Full time

Private Advice Assistant

Private Advice Assistant

Req ID: Department: Private Advice Division: Australia Commercial Location: Brisbane

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

The purpose of the role is to support the efficient delivery and implementation of advice solutions while providing excellent support for Advisers to enhance customer experience. The role 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.

Role Location: Brisbane or Gold Coast
Role Type: Permanent

What will your day look like?

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?

Experience in the Financial Advice Industry Highly Regarded: Diploma of Financial Planning and/or related degree CustomerCustomer-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

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 are a candidate with a disability or access requirement, let us know how we can provide you with additional support.

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