Financial Services Administrator

Challenger Limited; Sydney; Hybrid; AUD 65,000 - 80,000; Full time

Benefits offered by this job

Competitive bonus scheme

Parental leave (18 weeks)

On-site café

Annual wellness programs

Job summary

Challenger Limited, an ASX-listed investment manager in Sydney, seeks a Financial Services Administrator within the Retail Customer Services Team. You will handle applications, maturities, and withdrawals, while maintaining SLAs and engaging with investors and advisers.

The role emphasizes training, development, and cross-team collaboration to deliver high-quality service. Ideal candidates have finance-related study, 12 months of customer service or administration experience, strong

Qualifications

• 12 months customer service or administration experience.
• Awareness of customer service principles and practices.
• Strong written and verbal communication skills.
• Ability to multitask and manage time effectively.
• Proficient with multiple applications and good computer literacy.

Responsibilities

• Process applications, maturities, and withdrawals for clients within SLAs.
• Vet incorrect forms and follow up via email/phone with investors and advisers.
• Escalate priority issues to Leaders for quick resolution.
• Support the team by upskilling and collaborating across Client Services.

Skills

Customer service

Verbal communication

Written communication

Attention to detail

multitask management

Education

Finance-related discipline

Tools

MS Office

Job description

Challenger Limited is an ASX-listed investment management firm managing $120 billion in assets (as at 30 June 2026). Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for a better retirement. We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.

About the role

Our Financial Services Administrators sit within the Retail Customer Services Team, a team that is diverse in their experience, and invested in making a difference to our customers and contribute to the leading service Challenger is known for.

Our Leaders are invested in the development of their people and thrive in being able to enrich the skill and experience within the team, with regular check-ins and training guaranteed.

To be successful in this role, doing nothing won’t get rewarded, we encourage our people to challenge what is possible. This role provides the perfect opportunity to work and collaborate with team members across Client Services, with development opportunities to skill up across the wider Retail Client Services team as the need arises. The ideal candidate must be flexible and adaptable to change and seek this out as part of their own development.

Core Role Responsibilities

• Processing applications, maturities, and withdrawals for clients within set SLAs
• Vetting incorrect forms and requests and following up via email and outgoing phone calls to investors and financial advisers
• Identify and escalation priority issues with Leaders for quick resolution.
• Desire to support our extended team to meet customer servicing needs by skilling up.
• Attend relevant training and meetings and demonstrates constructive participation in collaborative settings.
• Proactive in own learning and seeks opportunity for growth and development of new skills.
• Leverage your creativity to identify opportunities to recommend and influence process improvements.
• Make responsible decisions within limits of authority to resolve minor difficulties and devise solutions to unique problems.
• Other duties as assigned by Team Leader to meet customer and team needs.

What you’ll need.

• You will ideally have studied in a finance related discipline.
• 12 months customer service experience or administration experience (not limited to financial services).
• Confident and professional written communication skills.
• Strong active-listening and verbal-communication skills.
• Sound computer literacy and the ability to work with multiple applications.
• Great attention to detail, you’ll pride yourself on your accuracy.
• Demonstrated success working in a team.
• Awareness of customer service principles and practices.
• Ability to multitask and manage time effectively.An understanding of Retirement and Managed Investment products in the Australian market would be highly regarded.

Why Challenger?

At Challenger, we’re small enough to be agile, but big enough to accelerate bold ideas. We support your growth and development, offering flexibility and a culture that values your unique contributions.

Our culture encourages curiosity, considered thinking and meaningful contribution, with opportunities to build a broad and rewarding career.

We are committed to fostering a safe, inclusive and respectful workplace where people of all backgrounds, identities and ways of thinking can thrive, and promoting flexible working to support work-life balance.

Challenger is proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality, a Family Friendly Workplace and recognised as a Bronze Employer in the Australian Workplace Equality Index (AWEI), the national benchmark for LGBTQ+ workplace inclusion.

• Competitive discretionary bonus scheme
• 18 weeks paid parental leave for all new parents
• Challenger Day - one extra day off every year in recognition of the effort our people make.
• Additional support leave (fertility, gender affirmation)
• Extra superannuation contributions
• Employee share plan
• Employee Assistance Programme
• Subsidised on-site café and central location near Martin Place Metro
• Access to free onsite yoga, mindfulness and Pilates classes.
• Fitness Passport
• Access to annual free flu shots & skin checks

Job type: Permanent

We work flexibly in our Sydney CBD offices; after onboarding you will generally spend 3 days a week in the office (with additional days as required).

Posting Close Date : 20/11/2026

Life at Challenger is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for retirement. Our people bring their diverse backgrounds and perspectives to a workplace which is inclusive, flexible, and driven by our values - act with integrity, aim high, collaborate and think customer. Our environment is one where our passionate teams can thrive. Our people quickly discover that a role at Challenger is much more than just a job. Our working environment is unique and encourages our employees to share their ideas and feel empowered to tackle new opportunities.