Wealth Management brings together the Group's funds management and distribution capability as well as domestic insurance and financial advice business support divisions. These include the brands of Colonial First State, Colonial First State Global Asset Management and CommInsure.
This role is with Colonial First State (CFS) and sits within the Client Operations Division. Client Operations (CO) is the largest division in CFS with around 400 staff.
Your Team sits within the Investor Services area which is responsible for the overall efficient administration of investor's accounts within Superannuation, Personal Pension, Units trust, Wholesale & Alternate Products.
Investor Services is responsible for looking after the day to day interactions we have with our clients – from both advisers and investors. Investor Administration acts on the instructions we receive from our clients by phone, letter or email and make changes or move money on their behalf.
The Forward Recruit Financial Services Administrator (FSA) is a key link between the Company and each of its stakeholders. The professional image of Colonial First State (CFS) is directly reflected in our approach to the administration functions of this role.
As a Financial Services Administrator (FSA) in the Forward Recruit Team you start off in a role that involves reviewing, processing and recording requests by clients and advisors to update information on their account. In order to fulfil business requirements, you will have the opportunity to progress and get cross trained into various teams every 6 months.
The role deals with managed investments, pensions and Superannuation. The work you process should deliver a fast and accurate service to our clients.
As this is an entry level administration role, you will be cross skilled on a variety of processes. You will be responsible for picking up new tasks in a short time frame and delivering on customer experience.
You will be responsible for the accurate and timely processing of all work requests, with work queues completed each day. You will take ownership and responsibility for enquiries received from clients and colleagues over the phone and via email.
What you will bring
You will be highly motivated with the ability to achieve challenging targets in a busy and customer focused environment. You must be a quick learner, computer literate and above all have a strong focus on customer service which is inherent in everything we do.
You will ideally have superannuation experience, and RG146 compliant.
You will have excellent communication skills, as a high level of phone work will be entailed. Furthermore, you will have an eye for detail, with strong data entry speed and accuracy (intermediate to advanced).
This is a fantastic opportunity to develop your career in wealth and gain exposure across several different functions in the operations team. In the Forward recruit team, your placement will be determined by business needs with a goal of full time employment within 6 months of recruitment.
AUS Eastern Standard Time
AUS Eastern Standard Time