Adviser & Investor Services Officer
Vor 7 Tagen
As a leading provider of financial solutions, Generation Life is a regulated life insurance company, and our parent company, Generation Development Group Limited is listed on the Australian Securities Exchange (ASX) and comprises a number of diversified financial services related businesses. As the pioneer of Australia’s first truly flexible investment bond, we have been at the forefront of providing innovative tax-effective investment solutions since 2004. As an innovative and forward thinking business, we constantly strive to help Australians navigate the financial complexities of tomorrow. Today, we are a leading specialist provider of tax optimized investment, succession planning, intergenerational wealth transfer, estate planning and retirement income solutions – with over $4.8 billion invested with us to date. The opportunity As part of our high performing and investor centric approach, we are seeking a adviser and investor services officer to provide superior level adviser services to process administrative tasks within Service Level Agreements (SLAs) and Key Performance Indicators (KPIs). Roles and Responsibilities New business applications Additional investments Investment switches Withdrawal requests Investment bond changes Maturities Client changes and identification Product feature changes Email and website enquiries Communications from our investors and advisers (including both inbound and outbound telephony) Other ad hoc customer service tasks when required Experience and Qualifications 1-3 years’ experience in Financial Services in client service or administration Bachelor's degree in Business/Finance or related discipline Strong attention to detail, quality standards and adherence to compliance and legislative requirements Strong communication skills, both written and verbal Team player, team performance results oriented Seniority level Associate Employment type Full-time Job function Administrative Location Melbourne, Victoria, Australia #J-18808-Ljbffr
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Investor Services
Vor 7 Tagen
City of Melbourne, Österreich Generation Life - Outthinking today. VollzeitA leading financial solutions provider is seeking an adviser and investor services officer to enhance client service by managing applications and queries. The role requires 1-3 years of financial services experience, a Bachelor's degree in Business or Finance, and strong communication skills. This full-time position is based in Melbourne, Victoria, with...
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Investor Services
vor 24 Stunden
City of Melbourne, Österreich Generation Life - Outthinking Today. VollzeitA leading financial solutions provider is seeking an adviser and investor services officer to enhance client service by managing applications and queries. The role requires 1-3 years of financial services experience, a Bachelor's degree in Business or Finance, and strong communication skills. This full-time position is based in Melbourne, Victoria, with...
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Financial Adviser
Vor 3 Tagen
City of Melbourne, Österreich Strategic Investor Group VollzeitThe Property Prophet | Strategic advice, lending & buying, built around your goals. One team. Your plan. DM \"Property\" to unlock your Unfair Property… Most advisers spend their career inside someone else’s ceiling. At Strategic Investor Group, we’re offering you the chance to own the roof. Who We Are Strategic Investor Group is a Sydney‑based...
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Investor Services
vor 24 Stunden
City of Melbourne, Österreich Generation Life - Outthinking Today. VollzeitA leading financial solutions provider is seeking an adviser and investor services officer in Melbourne, Victoria. This full-time role involves enhancing client service by managing applications and queries. Candidates should have 1-3 years of experience in financial services, a Bachelor's degree in Business or Finance, and strong communication skills....
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Advice Governance Senior Specialist
vor 4 Wochen
Council of the City of Sydney, Österreich AMP VollzeitAdvice Governance Senior Specialist (12 month contract) Join to apply for the Advice Governance Senior Specialist (12 month contract) role at AMP If you live in Australia or New Zealand, you've likely heard of AMP. We are now a nimbler business with new leadership and thinking, helping people with banking, super, retirement and finances. Purpose of the role...
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Digital Product Manager
vor 3 Wochen
City of Melbourne, Österreich AMP VollzeitIf you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even...
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Technical Support Engineer
Vor 7 Tagen
Council of the City of Sydney, Österreich AMP VollzeitTechnical Support Engineer Join to apply for the Technical Support Engineer role at AMP. The Technology function at AMP is accountable for delivering fast, agile, secure, compliant, and well‑governed technology services that enable AMP to achieve its strategic objectives. This role is pivotal in ensuring the stability and resilience of AMP's digital...
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Technical Support Engineer
vor 1 Tag
Council of the City of Sydney, Österreich Amp VollzeitTechnical Support Engineer Join to apply for the Technical Support Engineer role at AMP. The Technology function at AMP is accountable for delivering fast, agile, secure, compliant, and well-governed technology services that enable AMP to achieve its strategic objectives. This role is pivotal in ensuring the stability and resilience of AMP's digital banking...
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Senior Manager, Digital Design
vor 3 Wochen
City of Melbourne, Österreich AMP VollzeitSenior Manager, Digital Design & Product (12-month contract) Join to apply for the Senior Manager, Digital Design & Product (12-month contract) role at AMP . If you live in Australia or New Zealand, you've likely heard of AMP. We are a nimbler business with new leadership and thinking. These are exciting times and we need big thinkers to help us redefine...
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Engineer - Engage - Insights New Sydney
Vor 7 Tagen
City of Melbourne, Österreich Culture Amp VollzeitJoin us on our mission to make a better world of work. Culture Amp is the world’s leading employee experience platform, revolutionizing how 25 million employees across more than 6,500 companies create a better world of work. Culture Amp empowers companies of all sizes and industries to transform employee engagement, drive performance management, and...
