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About the role Your role as an Advice Assistant is to perform transactional and administrative activities, provide a seamless service to a variety of client needs, including general queries across Wealth products, focusing on maintaining client satisfaction, compliant execution and national consistency of application. The role will also focus on providing an excellent, consistently applied on-boarding experience to clients that are new to ANZ Private Australia as well as exceeding the needs of Ongoing Advice Clients.
Your role which reports into the Advice Client Services Manager will support Wealth Specialist Advisors provide a First Class Private Wealth experience. You will also ensure the Advisor and the client are kept proactively informed of the status of implementation activities and queries.
About You To be successful in this role, you will ideally have-
Exposure to financial planning/advice – Undertaken Diploma of Financial Services units 1-4 - preferred
Strong communication skills and Client Services background
Focus on compliance and attention to detail
Excellent time management skills
About ANZ ANZ is a leading regional bank with representation in 34 markets, focusing on core markets in Australia, New Zealand and Asia Pacific. As we continue our journey to build our global business and support our customers, we're committed to attracting and retaining the best talent. We've made it our business to be an organisation where people strive, and are rewarded, for excellence.
At ANZ we aim to create a work environment where employee differences such as gender, age, culture, disability, sexual orientation, family and caring responsibilities and religion are valued.
We connect you to your world of opportunity.
72 per cent of Australian workers want the opportunity to work flexibly. Hear from ANZ staff about how they take advantage of our range of flexible options, including volunteer and lifestyle leave. https://www.youtube.com/watch?v=MOcQYLRm-Ao
To find out more about working at ANZ or to view other opportunities visit www.anz.com/careers . #GD5.2
You may apply for this role by visiting ANZ Careers and search for reference AUS073398.