Financial Services Administrator - Growth & Client Impact

Narooma; Brisbane; Hybrid; AUD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive bonus

18 weeks parental leave

Challenger Day

Extra superannuation contributions

Employee share plan

Employee Assistance Programme

Subsidised on-site café

On-site yoga, mindfulness & Pilates

Fitness Passport

Annual flu shots & skin checks

Job summary

Challenger Limited in Australia is seeking a Financial Services Administrator for the Retail Client Services Team. The role offers a hybrid work model with three days in the office after onboarding, supporting clients with applications, maturities and withdrawals, and ensuring timely responses to investors and advisers.

Ideal candidates will have finance-related studies and 12 months of customer service or administration experience, plus strong written and verbal communication skills, attention

Qualifications

• Ideal candidate studied in a finance related discipline.
• 12 months customer service experience or administration experience.
• 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.

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.

Skills

Customer service

Administration

Written communication

Active listening

Verbal communication

Time management

Teamwork

Attention to detail

Australian market knowledge

Education

Finance-related studies

Tools

MS Office

CRM systems

Job description

Challenger Limited in Australia is seeking a Financial Services Administrator for the Retail Client Services Team. The role offers a hybrid work model with three days in the office after onboarding, supporting clients with applications, maturities and withdrawals, and ensuring timely responses to investors and advisers.

Ideal candidates will have finance-related studies and 12 months of customer service or administration experience, plus strong written and verbal communication skills, attention