Financial Services Administrator

Challenger; Sydney; Hybrid; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive bonus scheme

18 weeks parental leave

Challenger Day

Extra superannuation contributions

Employee share plan

Employee Assistance Programme

Subsidised on-site café

Free onsite yoga & mindfulness classes

Fitness Passport

Annual flu shots & skin checks

Job summary

Challenger Limited in Sydney is seeking a Financial Services Administrator to join the Retail Client Services Team. You will join a collaborative, supportive environment with exposure to all facets of the company and flexible office attendance (3 days in the Sydney CBD office after onboarding).

The role offers development opportunities under leaders who invest in your growth, with a culture valuing initiative and continuous learning, including training, bonuses, and family-friendly benefits.

Qualifications

• 12 months customer service or administration experience.
• Studied in a finance-related discipline.
• Strong written and verbal communication skills.
• Detail-oriented with high accuracy.
• Ability to multitask and work well in a team.

Responsibilities

• Process applications, maturities and withdrawals within set SLAs.
• Vet incorrect forms and follow up via email and calls to investors and advisers.
• Identify and elevate priority issues with Leaders for quick resolution.
• Support our extended team to meet customer servicing needs by skilling up.
• Attend relevant training and meetings and participate constructively.
• Proactively learn and seek growth and new skills.
• Leverage creativity to identify process improvements.
• Make responsible decisions within limits of authority to resolve issues.

Skills

Customer service

Administration

Communication skills

Multitasking

Attention to detail

Education

Finance-related degree

Tools

MS Office

CRM software

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.

Join us as a Financial Services Administrator in our Retail Client Services Team

• A fantastic opportunity to gain a deeper understanding of financial services and be involved in meaningful work across the business that will challenge you and enrich your career path.

• You will be working in a supportive, team-based environment and have exposure to all aspects of the company.

• 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).

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 elevate 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.

• 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

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#LI-Hybrid
#LI-Challenger

Challenger's employee value proposition guides how we work: Grow and realise your potential, supporting each other, stronger together and making things happen. 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.

Job type:

Posting Close Date : 20/11/2026