Advice Operations Specialist at AustralianSuper

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

27 Sep, 26

Salary

0.0

Posted On

29 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Stakeholder Management, Data Management, CRM Systems, Workflow Systems, MS Excel, Power Automate, Power BI, Problem Solving, Analytical Thinking, Process Improvement, Compliance Management, User Acceptance Testing

Industry

Financial Services

Description

At AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. That’s why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is celebrated for the opportunity it provides us all to learn and grow and deliver better outcomes for members. We are dedicated to building a high-performance environment underpinned by a strong risk culture, ensuring we deliver the best outcomes for our members Join our Member Products, Guidance & Advice team as an Advice Operations Specialist, where you’ll play a key role in supporting the day-to-day operations of Advice Services. You’ll work across processes, systems and data to ensure efficient, compliant and high-quality delivery that supports the retention and growth of members under advice. This is a great opportunity to build expertise across adviser operations, working closely with stakeholders and contributing to continuous improvement of tools, processes and member experience. Your New Role As an Advice Operations Specialist, you’ll manage and support critical operational processes, adviser tools and systems. Acting as a subject matter expert, you’ll ensure data integrity, resolve issues and contribute to enhancements across platforms such as CRM, Adviser Portal and Member Direct. Key duties include but are not limited to; * Manage the fortnightly advice fee batch process, ensuring accurate and timely fee deductions and payments * Maintain and support automated adviser onboarding, resolving exceptions and ensuring compliance requirements are met * Manage adviser licensee movements in partnership with Advice Assurance, ensuring alignment with ASIC guidelines * Act as a data custodian across adviser services, including authorities, fees, workflow cases and adviser profiles * Monitor and manage adviser third-party authorities, ensuring accurate creation, updates and revocations via TPA automation * Maintain accurate adviser and authority records within CRM and core systems * Support system changes and enhancements, including raising tickets, defining business requirements and performing user acceptance testing * Contribute to reporting, stakeholder engagement and broader team support activities What You’ll Need * Strong communication and stakeholder management skills * Proven ability to manage competing priorities, work autonomously and deliver high-quality outcomes * Analytical and data management capability, with high attention to detail and accuracy * Strong systems capability, including experience working with workflow or CRM systems * Intermediate skills in MS Excel, Word and PowerPoint, with exposure to Power Automate and Power BI * Critical thinking and problem-solving skills, with a proactive approach to identifying improvements Nice to have: * Experience in superannuation, financial advice or a related industry * Understanding of operational processes and compliance requirements * Experience in process improvement or documentation * RG146 qualification (desirable) This is a 6 month maximum term contract opportunity. Life at AustralianSuper AustralianSuper is committed to colleague development, and we support our people with ongoing learning, coaching and training, as well as career opportunities across our expanding global organisation. We offer generous leave entitlements and promote a blended working environment in which all roles can flex, and we’re happy to discuss what this looks like for you. We cultivate a workplace that champions safety, respect, inclusiveness and diversity. We are committed to supporting our diverse workforce in a way that is inclusive and embraces diversity in all its forms. What’s Next Apply now, if you share our values of Energy, Integrity, Generosity of Spirit and Excellent Outcomes and would like the opportunity to work in a challenging, growing and rapidly evolving team to deliver outstanding results. AustralianSuper uses AI to review resumes and conduct initial phone interviews. This involves processing your resume, cover letter, and voice recording in Australia and the USA to help assess your suitability for the applied role. When invited to an AI phone screening, you may opt for a traditional phone screening instead. For information on how we handle your personal data, please refer to our Candidate Privacy Policy: https://www.australiansuper.com/careers/candidate-privacy-notice Agencies please note: this vacancy is being managed directly by AustralianSuper’s Talent Acquisition team. We will contact our preferred agency partners should we require additional support. Thank you.

Responsibilities

Manage and support critical operational processes, adviser tools, and systems to ensure data integrity and compliance. Key duties include managing advice fee batch processes, adviser onboarding, and maintaining accurate records within CRM and core systems.