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Advice Implementation Specialist

Aware Super Sydney, Australia
Posted 15 days ago Permanent Competitive
Advice Implementation Specialist
Your SUPER career starts here

As one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world.

Sound good? Learn more about us and what we do at awaresuper.com.au

Your New Role

As an AdviceImplementation Specialist, you'll be the professional face of Aware SuperAdvice, providing superior service to our clients and members, and supportingfinancial planners with their administration and operational requirements.
Your core focus willbe the implementation of advice, ensuring our members and clients receivetop-notch service.

Your keyresponsibilities in this role:
  • Daily Administration: Coordinate and complete daily tasks with accuracy and timeliness
  • Client Interaction: Set realistic timeframes and expectations, and respond to client enquiries professionally
  • Support Financial Planners: Ensure documentation and client data are accurate, and provide additional support as needed
  • Client Implementation: Collaboratively support financial planners to achieve goals and targets

How do you exceed our expectations?

You have demonstratedexperience in a similar role within a financial planning/para-planningenvironment and are committed to delivering outstanding client service to helpour members and clients achieve their financial goals.

In addition, when youjoin our team, you will bring:
  • Excellent written and verbal communication skills
  • Strong attention to detail
  • Strong time management and organisational skills
  • An excellent phone manner
  • Basic MS Excel and MS Word skills

Employee Experience

We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.

Why you'll love working at Aware Super:
  • Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement.
  • Be part of something super unique: You'll work to reshape super and retirement. We'll invest in your growth and give you the opportunity to work on career-defining projects.
  • Work with super humans: You'll work hard and innovate, but also have some fun along the way.
  • Feel super cared for: We'll support your wellbeing today, as well as in the future. Enjoy a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones.

The Aware Super difference

At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.
Job ID  req10144
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