Financial Advice Remediation Analyst

at  Kirra Services

POSITION SUMMARY

Kirra Services is currently looking for the position of RG 146 Qualified Assessor, based in Sydney & Melbourne for the global technology innovator and world’s leading IT company.
We are searching for talented and motivated professionals who are passionate about their careers and are eager to make a meaningful impact in their respective fields. If you are an experienced consultant looking to take on challenging and rewarding work, we want to connect with you.

MANDATORY REQUIREMENTS:

• RG-146 Certified (all modules)
• 4+ years’ experience in complex financial advice remediation programs, with at least 1 year in a Quality Assurance role
• Proficient verbal and written communication skills with a customer service orientation
• Ability to coach and mentor junior staff to remediate quality issues

DESIRED ATTRIBUTES AND SKILLS:

• Proficient in Excel
• Prior supervisory experience

Experience:

• Quality Assurance role: 1 year (Preferred)
• Complex Financial advice remediation: 4 years (Preferred

• Contact customers to understand and document complaint specifics including all relevant details
• Follow-up and follow-through as required (via both email and telephone)
• Request relevant information including confidential documents to inform assessment of complaints
• Document customer information and case assessment work papers and outcomes in case management system in required format and level of detail
• Draft formal ‘Assessment Outcome’ document to be shared with both client and customer
• Identify opportunities to refine assessment and compensation calculation methodologies and work collaboratively with project management to implement
• Conduct Quality Assurance reviews of junior staff’s work products and deliverables
• Provide coaching to junior staff where required
• Act as a point of escalation for junior team members
• Act as a point of escalation for customers on complex remediation issues and/or disputes
• Work collaboratively with Squad Lead and Project Workforce Management on resourcing workflow and performance issues
  Preferred location and On-Site requirements for anyone who starts on this project -Ideally Melb, with Syd also being workable. The engagement will be able to accommodate a hybrid working model in the future, but in the first instance, the strong preference is to have staff on-site (Melb CBD/ Syd CBD).
  Can work be done remotely? -Work must be done on-shore. Work to be performed at client offices. On-site initially; potential for hybrid work after initial on-boarding, training and trial period.
  Require basic background checks + police checks to be completed.
  If you are interested in being considered for any of these roles, please submit your application below or contact Sef directly at serafin@kirraservices.com.au. We look forward to connecting with you and discussing how your skills can contribute to the success of our dynamic team.
  Job Type: Contract
  Contract length: 12 months
  Pay: $300.00 – $600.00 per day

Schedule:

• 8 hour shift

Application Question(s):

• Are you able to work in Sydney or Melbourne?

Experience:

• Quality Assurance role: 1 year (Preferred)
• Complex Financial advice remediation: 4 years (Preferred)

Licence/Certification:

• RG-146 Certified (all modules) (Required)

Work Authorisation:

• Australia (Preferred)

Work Location: Hybrid remote in Sydney, NSW 200