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Advice Support Officer

Hostplus - Melbourne, VIC

Banking & Finance
Source: uWorkin


About us:

At Hostplus, we passionately provide our over one million members with the best possible service; constantly looking for new ways to deliver better value while helping members get the most out of their super. We are inspired to help our members achieve greater security for their future and ensure they retire with dignity.

About the role:

We are exciting to be expanding our financial & planning advice team in Melbourne with the addition of new advice support officers in phone-based roles. You will be responsible for qualifying/triaging member’s advice needs and facilitating the commencement of a member’s advice journey in addition to completing administrative activities required before and after the advice appointment, to facilitate the efficient delivery of financial advice.

Some of your key responsibilities will include to:

  • Receive inbound calls from Hostplus Service Excellence Centre or IVR
  • Triage member requirements and confirming advice need present
  • Determine type of advice (e.g. limited or comprehensive), scope and service package relevant for member needs
  • Brief member on advice process and fee schedules
  • Schedule appointment with relevant financial planner
  • Create/update client file in CRM

About you:

  • Previous experience in an administrative/associate role within a corporate environment. - Financial planning practice and authorised to provide general advice is desirable but not essential
  • Highly developed verbal and written communication skills
  • Strong attention to detail and accuracy and ability to work to and achieve deadlines
  • Ability to liaise with all levels of the business including external stakeholders
  • Previous experience working in a team environment and willingness to assist others in the delivery of high-quality customer service

Why work for us:

Our employees are passionate about what we do and are proud to be part of an organisation which helps everyday Australians achieve a brighter future. We value diversity of thought and have an open & flexible workplace. Some industry leading benefits we offer include:

  • 15% superannuation.
  • Access to a Financial Planner.
  • Salary packaging.
  • Excellent EBA conditions eg: extended parental leave, long service leave at 5 years, additional leave over Christmas shutdown.

What next:

If you are interested in this opportunity, please follow the prompts to formally apply.

We are passionate about creating an inclusive workplace that promotes and values diversity. We believe diversity of thought, background and experience strengthens relationships and delivers meaningful benefits to our people, our members, and the communities we operate in.

We welcome and encourage applications from people of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTQI+ people, those with a disability, women, and people with a cultural or linguistically diverse background.

We Care: We care about our work, our clients and colleagues.

Better Together: We’ve got each other’s backs, and we never walk alone.

Go For it: We are optimistic, and we focus on solutions, not problems.

Keep it real: We are honest, genuine, straightforward and transparent.

Be Proud: We are proud of who we are and the work we do every single day.