Advice Associate: Build Better Financial Wellbeing in Sydney

Advice Associate: Build Better Financial Wellbeing in Sydney

Sydney Full-Time 62100 - 75900 $ / year (est.) On-site
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At a Glance

  • Tasks: Support Financial Planners with admin tasks and customer meetings.
  • Company: Join AIA Australia, a leader in financial wellbeing.
  • Benefits: Gain valuable experience and develop your skills in a supportive environment.
  • Other info: Opportunities for growth in a dynamic team across major cities.
  • Why this job: Make a difference in people's financial lives while growing your career.
  • Qualifications: Strong customer service skills and a proactive attitude.

The predicted salary is between 62100 - 75900 $ per year.

AIA Australia is seeking an Advice Associate to provide comprehensive administrative and implementation support to Financial Planners in our Financial Wellbeing business across Brisbane, Melbourne or Sydney.

You will assist in preparing for customer meetings, manage documentation, implement personal and general advice, and help meet annual service obligations.

This role requires strong customer service experience and a proactive, organised approach.

Advice Associate: Build Better Financial Wellbeing in Sydney employer: AIA Australia

AIA Australia is an exceptional employer located in the vibrant city of Sydney, offering a supportive work culture that prioritises employee well-being and professional growth. As a member of our life insurance team, you will benefit from ongoing training and development opportunities, ensuring you stay at the forefront of industry standards while making a meaningful impact on the lives of our members and beneficiaries.

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Contact Details:

AIA Australia Recruitment Team

We think you need these skills to ace Advice Associate: Build Better Financial Wellbeing in Sydney

Time Management
Communication Skills
Attention to Detail
Problem-Solving Skills
Adaptability
Organizational Skills
Flexibility