AddressSequoia Financial Group is an ASX-listed financial services company that works with financial advisers, business and individuals to manage and grow their wealth. We offer a full range of products and services, including financial advice, superannuation management and administration and legal documents/company establishment service. The company operates on a stand-alone basis and is not associated with a bank or super fund.
Sequoia has grown rapidly and this is expected to continue against a background of more Australians looking to take control of their financial future. The Sequoia Group operates a number of businesses and brands including InterPrac, Sequoia Direct, NTAA Corporate, Sequoia Wealth (IFP, SAM & SWM) and Finance News Network.
The culture at Sequoia is one that values customers, business ethics, staff, collaboration and community.
The opportunity:
InterPrac is a leader in the finance industry. InterPrac is one of the fastest growing AFSL’s and supports Financial Planning businesses with licensing services.
Interprac is looking for a talented and passionate for an Adviser Services Officer to join our Melbourne team.
The primary responsibility of the Adviser Services Officer is to administer the Commission process and ensure that the commissions are paid accurately and on time. Experience within the accounting/financial services industry will be an advantage.
Key responsibilities and requirements:
- Calculate, prepare and review commissions, in an efficient manner according to terms and key deadlines
- Assist with cashflow forecasting for commission runs
- Working close with compliance, state managers and directors in the company
- Managing phone and written enquiries relating to adviser remuneration and other administrative issues
- Assist the team with Adviser queries, onboarding and termination
- Producing customised reports with an overview upon requests from advisers and managers
- Reconciliation of bank accounts
To be successful in the role you will possess:
- Ability to work well with numbers
- Excellent customer service and the ability to positively liaise with clients and colleagues
- Excellent written and verbal communication skills
- Accuracy and strong attention to detail
- Friendly and helpful phone manner
- Strong time management
- Reliable and dependable
- Motivated and goal-oriented
- Ability to work independently with minimal supervision
- Strong sense of teamwork and good organisational skills.
Benefits:
At Sequoia, we offer a competitive salary, flexible working arrangements, health and wellbeing programs, and so much more.
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please ensure you provide a cover letter, telling us with you are the ideal candidate for the role.
