File Build Administrator

This is an excellent opportunity to join one of Australia's leading wealth management companies, they offer a broad range of services including financial advice, investment management, superannuation, banking and insurance along with retirement income and investing.
 
Our client was founded over 170 years ago in Australia and now spans across the world operating in 11 countries.  The potential to develop other career opportunities within the business is endless, they are looking for people that want to succeed, have excellent work ethic and are highly motivated.
 
Purpose of the role:
 
The purpose of the role is to provide administrative support and ensure comprehensive client files are constructed and electronically filed for review.
 
Responsibilities:

• Complete accurate files in line with Process Guide / Procedure document to ensure file review teams have all available client file information for review
• Download documents and ensure they are saved across the relevant systems
• Client file retrieval - request and retrieve client files required for review by Advisors and Managers
• Maintain inbox and ensure all enquiries are answered or reallocated promptly and within SLAs set by the business
• Liaise with senior Remediation Managers to follow up on outstanding enquiries or requests
• Ensure all administration tasks are completed in line with Remediation policies and procedures, including time frames

Essential Attributes:

• Strong attention to detail
• Ability to work across various systems and databases
• Proven electronic document management experience
• Strong verbal and written communication skills
• Ability to prioritize and manage conflicting demands simultaneously.
• Ability to manage to agreed time frames and standards, and adherence to internal due diligence processes and record keeping.
• The ability to establish and maintain excellent working relationships with key stakeholders, both internally and externally.
• Demonstrated time management skills with an ability to prioritize and complete work to deadlines
• Strong planning and organisation skills to accomplish specific goals or tasks required for self and/or others
• Can work collaboratively in a team environment

Experience:

• Experience working in a financial or insurance advice environment
• Demonstrated time management skills and attention to detail.
• Skills to manage relationships with internal and external stakeholders.
• Ability to manage multiple files simultaneously
• Ability to set goals and prioritise work and/or projects to meet deadlines.

Assignment Summary:

• Immediate start
• 6+ month assignment
• Docklands location
• Public Transport accessible
• $30+ super per hour
• 37.5 hours per week

Requirement:

• National Police check