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Financial Services Administrator (12 Month Mtc)
Posted on Dec. 21, 2024
- Sydney, Australia
- 0 - 0 USD (yearly)
- Full Time
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Challenger Limited is an ASX-listed investment management firm managing $127 billion in assets (as at 30 June 2024). Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for a better retirement.
We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.
Join us as a Financial Services Administrator in our Retail Client Services Team
- Fantastic opportunity to gain a deeper understanding of financial services and be involved in meaningful work across the business that will challenge you and enrich your career path.
- Challenger offers excellent development and progression opportunities tailored to individual career plans for those willing to commit to the role.
- You will be working in a supportive, team-based environment and have exposure to all aspects of the company.
- We work flexibly in our Sydney CBD offices; after onboarding you will generally spend 3 days a week in the office (with additional days as required).
- This role is available for an initial period of 12 months.
About the role
Our Financial Services Administrators sit within the Retail Customer Services Team, a team that is diverse in their experience, and invested in making a difference to our customers and contribute to the leading service Challenger is known for.
Our Leaders are invested in the development of their people and thrive in being able to enrich the skill and experience within the team, with regular check-ins and training guaranteed.
To be successful in this role, doing nothing won’t get rewarded, we encourage our people to Challenge what is possible.
This role provides the perfect opportunity to work and collaborate with team members across Client Services, with development opportunities to skill up across the wider Retail Client Services team as the need arises. The ideal candidate must be flexible and adaptable to change and seek this out as part of their own development.
Core Role Responsibilities:
- Processing applications, maturities, and withdrawals for clients within set SLAs
- Vetting incorrect forms and requests and following up via email and outgoing phone calls to investors and financial advisers
- Identify and escalate priority issues with Leaders for quick resolution.
- Make responsible decisions within limits of authority to resolve minor difficulties and devise solutions to unique problems.
- Attend relevant training and meetings and demonstrates constructive participation in collaborative settings.
- Leverage your creativity to identify opportunities to recommend and influence process improvements.
- Desire to support our extended team to meet customer servicing needs by skilling up.
- Other duties as assigned by Team Leader to meet customer and team needs.
What you’ll need
- 12 months customer service experience (not limited to financial services).
- You will ideally have studied in a finance related discipline.
- Confident and professional written communication skills.
- Strong active-listening and verbal-communication skills.
- Sound computer literacy and the ability to work with multiple applications.
- Great attention to detail, you’ll pride yourself on your accuracy.
- Demonstrated success working in a team.
- Awareness of customer service principles and practices.
- Ability to multitask and manage time effectively.
Highly Desirable but not essential
- An understanding of Retirement and Managed Investment products in the Australian market would be highly regarded.
- RG271 preferred.
- Lean Six Sigma certified highly regarded
Our Values
We have four values that are integral to our culture and linked to everything we do. They set out the behaviours we need to meet community expectations and ensure we can deliver on our vision and strategy.
Act With Integrity
We do things the right way
Aim High
We deliver outstanding results
Collaborate
We work together to achieve shared goals
Think Customer
We make decisions with our end customers front of mind
At Challenger, we provide access to a range of exclusive employee benefits that will support you both personally and professionally and a hybrid work environment.
#LI-GS1
#LI-Hybrid
#LI-Challenger
We value inclusion and diversity of thought, promote flexible working practices so our people can integrate their work and personal lives, and are proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality.
We believe in bringing your authentic self and a belonging in our culture. We are prideful in participating in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia. We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.
Job type:
Max Term (Fixed Term)
Posting Close Date :
19/01/2025About Us
Life at Challenger is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for retirement.
Our people bring their diverse backgrounds and perspectives to a workplace which is inclusive, flexible, and driven by our values – act with integrity, aim high, collaborate and think customer.
Our environment is one where our passionate teams can thrive. Our people quickly discover that a role at Challenger is much more than just a job. Our working environment is unique and encourages our employees to share their ideas and feel empowered to tackle new opportunities.
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