Advice Implementation Specialist

Direct message the job poster from Aware Super

Maleena D.Click here to view Maleena D.’s profile
Maleena D.
Connecting Talent to Careers at Aware Super | Passionate about Employer Branding , and Diversity, Inclusion & Belonging in the Workplace
Your SUPER career starts here

As one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world.

Sound good? Learn more about us and what we do at awaresuper.com.au

Your New Role

As an Advice Implementation Specialist, you'll be the professional face of Aware Super Advice, providing superior service to our clients and members, and supporting financial planners with their administration and operational requirements.
Your core focus will be the implementation of advice, ensuring our members and clients receive top-notch service.

Your key responsibilities in this role:

Daily Administration: Coordinate and complete daily tasks with accuracy and timeliness
Client Interaction: Set realistic timeframes and expectations, and respond to client enquiries professionally
Support Financial Planners: Ensure documentation and client data are accurate, and provide additional support as needed
Client Implementation: Collaboratively support financial planners to achieve goals and targets
How do you exceed our expectations?

You have demonstrated experience in a similar role within a financial planning/para-planning environment and are committed to delivering outstanding client service to help our members and clients achieve their financial goals.

In addition, when you join our team, you will bring:

Excellent written and verbal communication skills
Strong attention to detail
Strong time management and organisational skills
An excellent phone manner
Basic MS Excel and MS Word skills
Employee Experience

We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.

Why you'll love working at Aware Super:

Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement.
Be part of something super unique: You'll work to reshape super and retirement. We'll invest in your growth and give you the opportunity to work on career-defining projects.
Work with super humans: You'll work hard and innovate, but also have some fun along the way.
Feel super cared for: We'll support your wellbeing today, as well as in the future. Enjoy a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones.
The Aware Super difference

At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.