Financial Services Administrator
Core
Processing client applications, maturities, and withdrawals while vetting forms and resolving issues for Challenger's retail clients.
Role type
Financial Services Administrator
Builds
Retail client service operations for Challenger Limited
Domain
Financial Services / Investment Management
Required skills
Application processing, form vetting, issue escalation, written communication, active listening, computer literacy, attention to detail, multitasking, time management
Preferred skills
Knowledge of Australian Retirement and Managed Investment products
Responsibilities
Process client applications, maturities, and withdrawals; Vet incorrect forms and follow up with investors and advisers; Identify and escalate priority issues; Participate in training and collaborative meetings; Recommend process improvements; Resolve minor difficulties within authority limits