Job Description
A fantastic opportunity to gain a deeper understanding of the financial services market and be involved in work across the business that will challenge you and enrich your career path.
Challenger offers excellent development and progression opportunities tailored to individual career plans for those willing to commit to the role. You will be working in a supportive, team-based environment and have exposure to all aspects of the company.
We work flexibly in our Sydney CBD offices, and you will generally spend 3 days a week in the office (with additional days needed when there is training)
In the first 4 weeks, we require you to attend the office 5 days p/w for training.
This role is available for an initial period of 6 months.
About the Team
Our Client Operations team enjoy working together collaboratively, as a talented and passionate group, focused on fantastic customer service. We demonstrate our five core principles of Integrity, Working Together, Creative Customer Solutions, Commercial Ownership and Compliance in everything we do.
We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.
About the role
Our Financial Services Administrators sit within Client Operations who are responsible for the Client Service and Administration services for Challenger Group.
In providing these services we manage enquiries and transaction requests from investors and their financial planners or Executors and appointed legal parties for Deceased Estate Claims. Our aim is to provide a consistently high level of customer service which exceeds the expectations of our clients while adhering to our goals of efficiency and accuracy.
Typical responsibilities will include.
Managing written and telephone enquiries and requests from Executors, Solicitors, Lawyers, Investors and Advisers.
Maintaining accurate registry system records.
Maintenance of client record requirements for follow up and ensuring appropriate documentation is received.
Support the Client Service Team with client queries.
Complete all registry system alterations, generate written correspondence, and complete all processing requirements relating client enquiries. This includes follow-up action where appropriate.
Ensure the integrity of data is kept high allowing client transactions to be processed accurately whilst adhering to the companies' service standards.
Timely and accurate resolution of enquires - both internally and externally.
Produce and send correspondence to clients within service standards.
Participating in special projects as required.
Make responsible decisions within limits of authority to resolve minor difficulties and devise solutions to unique problems.
Challenger offers excellent development and progression opportunities tailored to individual career plans for those willing to commit to the role. You will be working in a supportive, team-based environment and have exposure to all aspects of the company.
We work flexibly in our Sydney CBD offices, and you will generally spend 3 days a week in the office (with additional days needed when there is training)
In the first 4 weeks, we require you to attend the office 5 days p/w for training.
This role is available for an initial period of 6 months.
About the Team
Our Client Operations team enjoy working together collaboratively, as a talented and passionate group, focused on fantastic customer service. We demonstrate our five core principles of Integrity, Working Together, Creative Customer Solutions, Commercial Ownership and Compliance in everything we do.
We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.
About the role
Our Financial Services Administrators sit within Client Operations who are responsible for the Client Service and Administration services for Challenger Group.
In providing these services we manage enquiries and transaction requests from investors and their financial planners or Executors and appointed legal parties for Deceased Estate Claims. Our aim is to provide a consistently high level of customer service which exceeds the expectations of our clients while adhering to our goals of efficiency and accuracy.
Typical responsibilities will include.
Managing written and telephone enquiries and requests from Executors, Solicitors, Lawyers, Investors and Advisers.
Maintaining accurate registry system records.
Maintenance of client record requirements for follow up and ensuring appropriate documentation is received.
Support the Client Service Team with client queries.
Complete all registry system alterations, generate written correspondence, and complete all processing requirements relating client enquiries. This includes follow-up action where appropriate.
Ensure the integrity of data is kept high allowing client transactions to be processed accurately whilst adhering to the companies' service standards.
Timely and accurate resolution of enquires - both internally and externally.
Produce and send correspondence to clients within service standards.
Participating in special projects as required.
Make responsible decisions within limits of authority to resolve minor difficulties and devise solutions to unique problems.
💡 Quick Summary
Seeking a career-building opportunity? The Financial Services Administrator position is now open for candidates interested in the Admin Executive sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Admin Executive is a plus.
