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Form of workAt TelstraSuper our employee experience is created through our caring and collaborative community, the deep and rewarding career experiences on offer and our close connection to our members. With diverse and inclusive teams, it’s the difference that counts that helps us deliver a great member experience and engagement among our people.
TelstraSuper is an award-winning fund with more than $24 billion funds under management and recently received the 2023 Chant West Award for Pension Fund of the Year, for the second year running.
The opportunity
Exciting opportunity for an experienced Financial Planning Assistant to join TelstraSuper Financial Planning (TSFP) Advice Enablement team on a 6 Month Fixed Term Contract. Reporting to the Manager Operations Support, your role is to provide support to the national team of Financial Advisers in their dealings and relationships with clients of TelstraSuper Financial Planning and members of TelstraSuper.
Role type: 6 Month Fixed Term Contract - Full Time
This role supports hybrid working, required to be in the office 2-3 days a week
Key responsibilities
- Act as the first point of contact for our clients and responding to phone and email enquiries as required
- Preparing documentation for client meetings
- Managing administrative duties including updating MidWinter and managing workflow tasks that form the advice process
- Assisting with implementation of advice
- Provide quality support to Financial Advisers
About you
You are a committed and enthusiastic individual who has Financial Planning administration experience and is passionate about working in the Financial Advice industry. You are a team player who can demonstrate excellent attention to detail, use of initiative and commitment to providing outstanding client service. Organisation and communication skills will be integral to your success. Your experience and ability to create ongoing efficiencies will be supported and encouraged.
As a preference you have
- Diploma of Financial Services studies or ASFA qualifications is highly desirable
- Client service experience working within a financial advice environment
- RG146 qualification
TelstraSuper Experience
We’re an Employer of Choice for Gender Equality (WGEA) and believe you should be able to bring your whole self to work so you can be your best every day. We offer a range of benefits to support your work and life including:
- Flexible working and leave options
- Development and learning opportunities to grow yourself and your career
- Health and wellbeing support including flu shots and skin checks
- Discounts through our partners including Telstra
To be eligible to apply, you are an Australian or New Zealand citizenship or have permanent residency status.
Applications close: Friday 9th of February 2024
No agencies please. TelstraSuper will not accept unsolicited resumes from any source other than directly from a candidate.
www.telstrasuper.com.au
