Skip to content

The Advisers Association Ltd,

The Advisers Association is a non-profit member-based association. We were initially established in 1925 and more recently have merged with the Hillross and Charter adviser associations.
We are advocates for the benefits to consumers and clients of financial planning generally, and are actively involved in the Joint Associations Working Groups for the Quality of Advice Review and the Australian Law Reform Commission.
Our members are national, and our office is located at the Hub, Customs House, Level 3, 31 Alfred St, Sydney (note we have flexible work arrangements to work remotely and in the office).

Work Type

Flexible

Role Type

Support Staff

Employment Type

Full Time

About the role

As the Advisers Association (TAA) Member Services Administrator, you will work in a dynamic and member-centric environment as part of the small Executive Office team.
The role provides admin and marketing support to the association and high-quality service and support to our members, who are financial planners authorised by AMP Financial Planning, Charter Financial Planning and Hillross Financial Services.
Customer service and administration experience are preferred. Marketing and communications skills and technical understanding of the financial advice industry is helpful. However, don’t let that put you off applying, as we can help you learn if you have the right attitude.
Day to day in this role, you will triage member enquiries, onboard new members and use several systems, processes and technologies to perform administrative tasks. You’ll work with the CEO and the rest of the team and take ownership of our monthly newsletter and other eDMs, using your creativity to increase member awareness, engagement and retention. You will also be involved with the administration and minute-taking for our adviser-based Consultancy Committee meetings.
This role will suit someone who wants to grow and develop their skills and is a team player who can work independently to achieve the association’s objectives.

Member Services Administrator

The Advisers Association Ltd,

Provide your details below and we will send them directly to .


More jobs

Evalesco Financial Services, Sydney NSW, Australia

Senior Risk Adviser based in Sydney CBD

We are looking for an experienced and accomplished Senior Risk Adviser to join our team. This role presents an excellent opportunity for an individual with a proven track record in risk advisory to make a significant impact.  

 

Your responsibilities will include:

  • Cultivating strong relationships with an existing book of clients, delivering tailored risk advice
  • Collaborating with referral sources to introduce new clients to the business
  • Working seamlessly within a collaborative team of advisers, associates and admin assistants to ensure an exceptional client experience
  • Maintaining regular contact with clients to manage their personal insurance needs and conducting reviews as necessary

Sydney NSW, Australia

Full Time

Flexible

Blueprint Wealth, South Perth

Relationship Manager

Manage the Financial Advisors diaries – ensure diary structures and appointment maximums are observed, all meetings are confirmed, client packs are prepared and Advisor  has required documents for meetings Assist Financial Advisor(s) with client meetings and presentationsTake responsibility for file notes and action items from client meetingsCheck and prepare application forms following meetings ensuring there are correctly and fully completed, to pass onto client services for lodgement. Provide assistance to client services support team with client paperwork, preparation of lodgementsAssist in lodgement is applications and implementation of advice as an overflow from client services Regularly communicate with client on their cases progress Check on correct implementation of advice Ensure that review meetings and Annual Advice Agreement obligations are met within the Annual Advice Agreement period.Ensure Financial Advisor has required documents for meetings and prepare Agenda of topics of discussion and required informationImplement action items following reviewBe the primary point of contact for clientsRespond to clients’ requests and provide the information sought – providing factual information, account details, assisting client in updating any details provided, provision of statements and required information etcAssist with ongoing management of self-managed super funds and ensure compliance requirements maintainedAssist with Centrelink enquiries and management Deal with complaints as they arise to find a resolution for the clientManage client expectations on enquiries, providing regular and timely updatesLodge insurance claims, liaising with the client and financial institution to complete 

South Perth

Full Time

Flexible

Purpose Advisory, Sydney NSW, Australia

Financial Advice Lead (Equity Option) – Holistic Advice – 100% Flexible

Senior Adviser / Financial Advice Leader

  • Lead our financial advice process for all one-off & ongoing clients
  • Supported by Advice Research / Paraplanner (Cristine) & Implementation / CSM (Shella)
  • Additional Admin (Ivy) & Executive Assistant (Aleana) support available
  • Receive referrals from our life & business coaching services
  • Receive referrals from our existing clients & referral partners
  • Engage leads from our marketing efforts
  • Grow & improve our advice service and set of tools

Sydney NSW, Australia

Contract

Remote