AddressAt Mine Super, our heritage in the mining industry underpins who we are. Since 1941, we’ve been committed to the retirement outcomes of our members and being a trusted super partner in the communities we serve. We’re a dedicated team who enjoy creating a great place to work and investing in our people. We’re proud of the benefits we provide which support work/life balance and professional development.
The Advice Service Officer is responsible for administration support and overseeing the research and paraplanning for Mine Super Financial Advice members in line with the Mine Super Client Value Proposition and First Call Resolution philosophy. This role is primarily office based.
The Advice Service Officer will undertake a variety of duties including:
- Liaise and work closely with Financial Advisers to ensure all required information is provided to write Statement of Advice documents in line with service standards.
- Booking appointment referrals and diary management.
- Print, collate and pre-fill the Statement of Advice and the required forms for implementation of the advice recommendations.
- The identification of lead opportunities to ensure resolution of the member’s enquiry and to build their relationship with the fund.
- Responsible for proactive telephone contact with members in line with approved member first campaigns.
- Monitor the post appointment process to ensure Xplan records are maintained, and service standards are met.
- Manage the implementation of advice, ensuring all recommendations are implemented accurately in line with the Statement of Advice.
- Maintain Xplan data integrity:
- Ensure all member records are up to date and there are no outstanding File Notes that should be closed/updated.
- Update information post data transfer from the fund.
- Ensure correct service category updated.
- Cross check existing member information between Xplan and the fund.
- Take action to improve existing practices and processes, by identifying improvement opportunities, generating ideas, and implementing solutions.
- Comply with fund and regulatory requirements, remain up to date with company and industry knowledge through completion of an on-going education plan.
Desired Skills and Experience
- RG 146 qualification (or a desire to complete with assistance from Mine Super);
- Demonstrated ability to provide exceptional customer service;
- Ability to develop positive member relationships;
- Professional demeanour;
- Demonstrated ability to problem solve in complex situations;
- High attention to detail and a focus on accuracy;
- Demonstrated superior conflict resolution skills and the capacity to handle difficulties in a calm and positive manner;
- Understanding of customer service, the superannuation industry and financial planning;
- Exceptional time management, organisation and self-management skills;
- Willingness to continually update knowledge;
- Exceptional communication skills both verbally and written;
- Ability to co-ordinate workflow, multitask and meet deadlines;
- Friendly, people focused person who enjoys exceeding member expectations.
If you are interested in this exciting opportunity, please submit your covering letter and resume by using the ApplyNow button.
For more information visit www.mine.com.au
