Risk Advice Assistant

  • Highly collaborative role within ANZ Private
  • Provide sound risk advice to stakeholders and teams
  • 242 Pitt Street Location

About the role
Your role as an Advice Assistant is to perform transactional and administrative activities, provide a seamless service to a variety of client needs, including general queries across different products, focusing on maintaining client satisfaction, compliant execution and national consistency of application. The role will also focus on providing an excellent, consistently applied on-boarding experience to clients that are 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 support Wealth Specialist Advisors to provide a First Class Private Wealth experience. 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 Services units 1-4
  • General Risk background or exposure
  • Strong communication skills and Client Services background
  • Focus on compliance and attention to detail
  • Excellent time management skills

About ANZ
ANZ is a leading regional bank with representation in 34 markets, focusing on core markets in Australia, New Zealand and Asia Pacific. As we continue our journey to build our global business and support our customers, we’re committed to attracting and retaining the best talent. We’ve made it our business to be an organisation where people strive, and are rewarded, for excellence.
At ANZ we aim to create a work environment where employee differences such as gender, age, culture, disability, sexual orientation, family and caring responsibilities and religion are valued.
We connect you to your world of opportunity.
We work Flexibly at ANZ. Talk to us about how this role could be flexible for you.
When you join ANZ, you'll join a connected community offering a world of opportunities to help you grow your career. Who knows where you might end up? Hear from our staff about their career journey with ANZ. https://www.youtube.com/watch?v=nyUCE1xOvzE
To find out more about working at ANZ or to view other opportunities visit www.anz.com/careers.
You may apply for this role by visiting ANZ Careers and search for reference AUS080980.

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