Administration Support & Client Support (Customer Care) Officers

Superannuation Advice Australia is one of Australia’s leading Financial Advice Firms, located in the heart of Broadbeach, just a stone’s throw from the beach. We believe in the power of quality financial advice and employ talented experts to ensure our clients receive the best possible service. 

Superannuation Advice Australia has built its success on a simple principle – to help others and make a positive financial difference in the lives of our clients. 

If you are ready to use your skills in a constructive way to help build the business, but still focus on putting our clients first, then we would love to speak with you.

Due to continued growth, we are seeking motivated Administration Support and Client Support Officers to join our teams. You will be responsible for assisting Financial Advisers in their ongoing commitment to meet clients’ financial goals, through the delivery of expert customer service, and utilising our superannuation, insurance and internal platforms.

These positions are full time Monday to Friday, with flexible hours.

Available positions:

  • Review Administration Team
  • Client Support Team (Customer Care)

About the position: Review Administration

Responsibilities will include, but not limited to:

  • Assisting clients with a wide range of enquiries.
  • Liaising with Financial Planners, superannuation funds and insurance companies for data collection, documentation gathering and completing, and to assist in the implementation of advice.
  • Sending, receiving and actioning of digital and physical mail.
  • Corresponding with clients to obtain necessary documentation to complete tasks.
  • Working with the Team Leader to achieve business needs, goals and objectives.
  • Operating multiple platforms for superannuation, insurance and client data.
  • Managing workloads using the CRM and task lists provided by the Team Leader.
  • Updating and ensuring the accuracy of data of clients’ information within the CRM, superannuation and insurance portals.
  • Inbound and outbound customer service. 
  • Providing assistance to other departments, as and when required.

About the position: Client Support (Customer Care)

Responsibilities will include, but not limited to:

  • Assisting clients with a wide range of enquiries.
  • Cross checking client information. 
  • Providing exceptional customer service to clients. 
  • Extensive data entry of information. 
  • Attaining personal and sensitive information from clients. 
  • Inbound and outbound customer service. 
  • Managing workloads using the CRM and task lists provided by the Team Leader.
  • Operating multiple platforms for superannuation, insurance and client data. 
  • Frequent use of Microsoft Office programs. 
  • Assisting Financial Advisers in daily client appointments. 
  • Providing assistance to other departments, as and when required.

About you:

The ideal candidate will possess the following skills:

  • Sound ability using computers and software, including: Microsoft Excel, Word and Outlook, as well as the ability to learn new systems.
  • Strong attention to detail.
  • Excellent written and verbal communication skills.
  • Competency in multitasking and prioritising workloads.
  • Ability to work autonomously, and as part of a team.
  • Flexibility and adaptability to changing demands.
  • Prior experience within superannuation or insurance is not required, as all training is provided. 

Why join us?

  • Free meal if working late.
  • Modern, spacious office with kitchens and lunch cafeteria, breakout room – including a pool table, ping pong table and Nintendo Switch. 
  • Social events to meet team members across the organisation.
  • Friendly and supportive team environment.
  • Broadbeach location opposite the beach.
  • Extensive support and training, together with further study opportunities and career development. 
  • Employee Assistance Program (EAP.)

Employer questions:

Your application will include the following questions:

  • Which of the following statements best describes your right to work in Australia?

To apply for one of these roles, please send your resume to:

HR@superadviceaustralia.com