Client Administrator

ESSSuper; Melbourne; On-site; AUD 75,000 - 80,000; Full time

Benefits offered by this job

Professional development opportunities

Supportive work environment

Flexible work practices

Job summary

ESSSuper seeks a Client Administrator to enhance member experience within the Member Advice team. This role involves assisting with inquiries, managing records, and preparing necessary documentation, supporting members throughout their financial journey. Ideal candidates will have a finance-related degree and strong communication skills, paired with customer service experience.

Qualifications

• Degree qualified, preferably in finance.
• At least 2 years of customer service experience.
• Experience with Xplan or similar CRM software.

Responsibilities

• Assist with member inquiries and maintain client records.
• Prepare documents for member appointments and liaise with financial institutions.
• Implement advice recommendations for members.

Skills

Customer Service

Communication

Attention to Detail

Teamwork

Education

Degree in Finance

Tools

Xplan

Job description

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Since 1925, ESSSuper and the funds before it have served the Victorian State Government, its employer agencies and their employees.

We administer the State's statutory defined benefit superannuation funds and obligations. Additionally, we administer accumulation-style products such as the ESSSuper Accumulation Plan and account-based Income Streams.

Our mission is to grow and protect our members' superannuation and support them throughout their lives. With around 124,500 members holding over $37 billion in defined benefit and accumulation net assets (as at 30 June 2024), we're well-positioned to continue serving our members for years to come.

About the position

We’re looking for an individual that is passionate about working with and supporting our Member Advice team that deliver an exceptional member experience in the provision of holistic and scaled financial planning advice.

This role is central to the achievement of our member service standards and fulfils a critical function in coordinating and progressing the implementation of financial plans as part of our Member Advice Team. Working side by side with our team of Advisers and Paraplanners you will:

• Assist with member inquiries and building high quality member relationships;
• Maintain accurate business and client records on Xplan;
• Prepare documents for member appointments, quotes and applications;
• Liaise with superannuation funds, insurance providers and financial institutions;
• Prepare Statement of Advice (SOA) documents provided by Paraplanners;
• Work with Financial Planners, members and other third parties to collect the information necessary to produce statements of advice (SOA); and,
• Implement the advice recommendations for members.

This is a great opportunity to develop your career and work with an experienced group of professional advisers.

What we’re looking for

A professional administrator with a track record of working both swiftly and accurately to exceed member expectations. You will also;

• Have a genuine interest in a career within financial planning / advice
• Be degree qualified, preferably in a finance related field
• Experience with Xplan or similar CRM software is highly desirable
• Be a great team player who brings vibrancy and energy
• Be an excellent communicator
• Have excellent attention to detail in both written and verbal communication with the ability to maintain these standards when operating under tight deadlines
• Ideally have at least 2 years demonstrated customer service or administration experience, within a financial services business or superannuation fund
• Display a willingness to learn, thrives on responsibility and proactively contributes to exceeding our standards for member service, ethics and compliance
• Is genuinely member centric, can work under pressure, manage multiple priorities and is results oriented

What we offer

IMPACT - Our work has meaning, we serve the people who serve the community. We are passionate about serving our members and supporting them in getting the best possible superannuation and retirement outcomes.

DEVELOPMENT - We foster achievement through the development of our people. Focusing on building expertise and agility creates professional growth opportunities for our people and ensures that we are equipped to rise to the challenges of the future.

FLEXIBILITY – Our benefits and work practices promote the health and wellbeing of our people. We value a supportive and inclusive environment.

RELATIONSHIPS - Being part a small organisation within a dynamic sector draws people to ESSSuper, the supportive work environment keeps them here. We build strong relationships and collaborate to continually strengthen the experience of our members.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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