Advice Assistant

  • Be part of a collaborative team of ANZ Private
  • Provide seamless service to a variety of client needs across Wealth and Advice
  • Unique client-centric model supporting high net worth clients

About The Role
Role Location: 77 St Georges Terrace, Perth WA 6000
Role Type: Permanent, Full-time
Your role as a Advice Assistant is to deliver on transactional and administrative activities according to advice client need, focusing on maintaining client satisfaction and compliant execution and national consistency of application. The role will also focus on providing an excellent, consistently applied on-boarding experience to clients new to ANZ Private Australia as well as exceeding the needs of ongoing Advice Clients. 
Your role which reports to the Advice Client Services Manager will mainly provide a First Class Private Wealth experience but is within a wider collaborative Client Services team. You will also ensure the Advisor and the client are kept proactively informed of the status of implementation activities and queries.
About You
To be successful in this role, you will ideally have:

  • Exposure to financial planning/advice – Undertaken Diploma of Financial Service units 1-4
  • Strong communication skills and Client Services background
  • General risk advice support experience or background
  • Focus on compliance and attention to detail
  • Excellent time management skills

About ANZ
At ANZ, everything we do boils down to ‘why’ – our purpose – to shape a world where people and communities thrive. We're just as focused on seeing our people thrive as well as our customers. We'll give you every opportunity to develop your career.
We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste and reducing bureaucracy.
A happy workplace is a thriving one. So in order to attract and keep the best talent, and say thanks for the hard work, we make sure all our employees are rewarded.
At ANZ we aim to create an inclusive environment where employee differences such as gender, age, culture, disability, sexual orientation, family and caring responsibilities and religion are valued.
We work flexibly at ANZ. Talk to us and let us know how this role can be flexible for you.
To find out more about working at ANZ or to view other opportunities visit You may apply for this role by visiting ANZ Careers and search for reference number AUS084401.

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