Client Administrator

Join to apply for the Client Administrator role at ESSSuper 1 day ago Be among the first 25 applicants Join to apply for the Client Administrator role at ESSSuper Get AI-powered advice on this job and more exclusive features. Direct message the job poster from ESSSuper Since 1925, ESSSuper and the funds before it have served the Victorian State Government, its employer agencies and their employees. We administer the State's statutory defined benefit superannuation funds and obligations. Additionally, we administer accumulation-style products such as the ESSSuper Accumulation Plan and account-based Income Streams. Our mission is to grow and protect our members' superannuation and support them throughout their lives. With around 124,500 members holding over $37 billion in defined benefit and accumulation net assets (as at 30 June 2024), we're well-positioned to continue serving our members for years to come. About the position We’re looking for an individual that is passionate about working with and supporting our Member Advice team that deliver an exceptional member experience in the provision of holistic and scaled financial planning advice. This role is central to the achievement of our member service standards and fulfils a critical function in coordinating and progressing the implementation of financial plans as part of our Member Advice Team. Working side by side with our team of Advisers and Paraplanners you will: Assist with member inquiries and building high quality member relationships; Maintain accurate business and client records on Xplan; Prepare documents for member appointments, quotes and applications; Liaise with superannuation funds, insurance providers and financial institutions; Prepare Statement of Advice (SOA) documents provided by Paraplanners; Work with Financial Planners, members and other third parties to collect the information necessary to produce statements of advice (SOA); and, Implement the advice recommendations for members. This is a great opportunity to develop your career and work with an experienced group of professional advisers. What we’re looking for A professional administrator with a track record of working both swiftly and accurately to exceed member expectations. You will also; Have a genuine interest in a career within financial planning / advice Be degree qualified, preferably in a finance related field Experience with Xplan or similar CRM software is highly desirable Be a great team player who brings vibrancy and energy Be an excellent communicator Have excellent attention to detail in both written and verbal communication with the ability to maintain these standards when operating under tight deadlines Ideally have at least 2 years demonstrated customer service or administration experience, within a financial services business or superannuation fund Display a willingness to learn, thrives on responsibility and proactively contributes to exceeding our standards for member service, ethics and compliance Is genuinely member centric, can work under pressure, manage multiple priorities and is results oriented What we offer IMPACT - Our work has meaning, we serve the people who serve the community. We are passionate about serving our members and supporting them in getting the best possible superannuation and retirement outcomes. DEVELOPMENT - We foster achievement through the development of our people. Focusing on building expertise and agility creates professional growth opportunities for our people and ensures that we are equipped to rise to the challenges of the future. FLEXIBILITY – Our benefits and work practices promote the health and wellbeing of our people. We value a supportive and inclusive environment. RELATIONSHIPS - Being part a small organisation within a dynamic sector draws people to ESSSuper, the supportive work environment keeps them here. We build strong relationships and collaborate to continually strengthen the experience of our members. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Administrative Referrals increase your chances of interviewing at ESSSuper by 2x Sign in to set job alerts for “Client Administrator” roles. 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