Superannuation & Investments | Administration


Melbourne, VIC

Posted 1/15/2020

Company Overview Due to business growth an exciting opportunity exists for an experienced financial service professional to join a leading investment platform. Working as part of the investment support team this role will see you handling client enquiries, processing new applications, contributions and rollovers. Key Responsibilities

  • Update and maintain client records
  • Process new business applications
  • Handle client enquiries
  • Process client contributions and rollovers
  • Manage email correspondence and respond to enquiries within SLA’s
  • Develop indepth product knowledge
  • Build strong working relationships with internal stakeholders
Selection Criteria
  • Excellent written and verbal communication skills
  • Previous experience within superannuation or financial planning
  • Relevant tertiary qualifications
  • Strong focus on delivering a superior customer experience
  • Excellent attention to detail
To Apply If this sounds like the opportunity you have been waiting for and you meet the selection criteria listed, follow the links below to apply or contact Hannah Ebers Skills client service, superannuation Qualification n/a Education Bachelor Degree

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