Analyst, Operations (Wealth Advice)

All vacancies of AustraliaBanking & Financial ServicesAnalyst, Operations (Wealth Advice)

New role to provide actuarial and other technical support to the Customer Response Initiative team based in North Sydney

Summary about this job

Analysis & Reporting

Company: National Australia Bank

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-7-5165-9943

Fax: +61-8-7503-9287

E-mail: n\a

Site:

Detail information about job Analyst, Operations (Wealth Advice). Terms and conditions vacancy

  • Key role within NAB’s Customer Response Initiative
  • Based in North Sydney
  • Attractive salary and benefits

Today, we have more than 35,000 people serving 10 million customers at more than 800 locations in Australia, New Zealand and around the world. We know that to be Australia and New Zealand’s most respected bank, we need to be more than good with money. We need to be just as good with people, too.

About the role

NAB Wealth is undertaking a proactive review of financial advice provided to customers over recent years (called the Customer Response Initiative) to ensure our customers received the right outcome. 

The Analyst, Operations role will provide actuarial and other technical support to the Customer Response Initiative team in order to ensure the timely delivery of the projects deliverables, including scenario modelling and calculations.

Key responsibilities:

  • To carry out all assigned duties in a professional and ethical manner by ensuring compliance with external legislation, bank standards and internal operating policies and procedures relevant to the position.
  • To ensure the sound and timely delivery of the projects deliverables, including scenario modelling and calculations
  • To provide more general assistance as required to the project team and the Consulting Actuary
  • To ensure timely, effective and professional resolution where inappropriate advice is determined and remediation is required.

Skills and experience required

  • Relevant qualification in a numerate discipline
  • Good progress in Actuaries Institute examinations (or equivalent)
  • At least 2 years experience in a financial services environment
  • Strong analytical and modelling skills
  • Expert level spreadsheeting skills, including macros and data tables

How to apply
If you are ready to take the next step in your career, we are keen to hear from you!Please note, candidate screening and interviews may take place prior to the advertised close date.To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status. Please apply via the link.We embrace diversity of thought, style and working arrangements to ensure our workforce is representative of the community that we serve.

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