Address
Form of workOur client is seeking an experienced and motivated Adviser Services Officer to join their team. In this role you will play a key role in developing the relationship between the Distribution team and the broader Administration function.
The Role
The role will be solutions focused and pivotal in ensuring the organisation maintains a high standard of adviser support and service. There are no outbound distribution activities required of this role.
Responsibilities:
- Liaise with Administration staff to ensure timely service and resolution of inbound enquiries from advisers
- Responsible for initial platform training for new advisers and their support staff
- Assist in the implementation of project work driven by the National Adviser Services Manager
- Create processes and training guides with guidance from National Adviser Services Manager
- Provide input into product and marketing ideas with the Distribution Team
- RG146 qualification highly desirable
- Additional relevant post-graduate qualifications would be advantageous
- Ability to plan and organise work to meet deadlines
- Excellent communication and interpersonal skills
- A high standard of accuracy and presentation
- Proactive client service skills
- Ability to learn new platform technology quickly
- Self-starter attitude and ability to work independently
For more information on this role, please contact Savannah Crydon 07 3854 3*** / ***************@perigongroup.com.au
