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Form of workThe Opportunity
This casual opportunity with Insignia Financial will see you performing various administration tasks ranging from processing payments, opening new accounts, transferring money, insurance claims through to dealing with financial advisors. It’s a great role where you’ll be exposed to lots of different teams and processes, and we’ll provide you all the training you need to make sure we set you up for success.
While this is a casual role, we ask that you are clear your schedule for your first four weeks of training, so that you can immerse yourself and soak up the knowledge we’ll pass on to you. Post training you would need to be available for a minimum of 20 hours per week, between 8am – 8pm Monday to Friday
What we are looking for in successful candidates
The main thing we are looking for in this role is strong customer service experience, you can’t teach that – and you’re the type of person who always puts the customer at the front of everything you do. You have exceptional communication skills, strong attention to detail and problem-solving skills and always give 110% in your role. A quick learner, you are dedicated, resilient and interested in learning all about the Financial Services Industry.
A true people person, you enjoy interacting with your team and customers alike. People describe you as empathetic and friendly – someone who always puts their best foot forward. With your previous experience within customer service, ability to multitask and interest in trying something new, you’re really excited at the prospect of joining the growing team at Insignia Financial.
Benefits
- Kudos – employee benefits and reward scheme
- Recruitment referral bonus
- Workplace giving – donate to charity using pre-tax dollars
- Professional memberships
- Salary packaging and novated leasing
- Access to discounted financial advice, mortgage brokers, will and estate planning and more
- Private health insurance providers
Life at Insignia Financial
We’re one of Australia’s leading financial wellbeing organisations and we’re transforming the way every day Australians interact with financial advice and their super. We’re available to all and we look after every client like they’re our only client. This is clearly reflected in our Purpose: Understand me. Look after me. Secure my future.
Diversity and ensuring our people feel they belong is important to us, we take pride in putting our people, as well as our clients, first and value and celebrate diversity within our teams. We encourage our people to have an impact on the broader community we serve through volunteering leave.
Insignia Financial is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request.
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 note that applications from agencies will not be considered at this time.
At Insignia Financial, we have a culture of belonging. We are an ‘every person’ organisation that welcomes and appreciates everyone for who they are. If you need assistance or an adjustment during the application process because of your personal circumstances, please reach out and let us know. We recognise and celebrate the value of individual difference.
