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Case Assessors

Aston Carter

Job Description

Job Snapshot

Brisbane CBD
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Job Summary

  • Working from home flexibility
  • Big 4 Financial institution
  • Exciting remediation project

The Company

Aston Carter have partnered with a leading Global Consulting Firm in an exciting Remediation project that are looking for strong customer focused individuals. This organisation is determined to bring in high quality professionals to drive the programs of its respective financial services clients forward. They will offer strong skill development opportunities to those that join the business. For qualified (RG146) individuals working across the Advice space in existing Remediation projects, Paraplanning, Superannuation, Compliance or Advice roles this is a fantastic opportunity to expand your knowledge a high growth area that can offer terrific career pathways. In this role you will gain experience in high profile programs with significant customer focused mandates and be given a chance to shape the face of the Australian Financial Services industry.

The Role

As a Case Assessor you will be responsible for verifying and validating the audio files of Superannuation advice given in line with the prescribed process guidance requirements, RG146 is essential, call centre experience would be advantageous.

The duties will include but not be limited to:-

  • Collaborating with team members and providing technical assistance to junior assessors on technical and application queries.
  • Determine whether Members have suffered financial and/or any other form of detriment, as a direct result of phone calls made. The phone calls may have included incorrect and/or misleading information which may have unduly influenced a Member in providing their investment direction with regards to their superannuation fund(s).
  • Providing assistance to Team leads in performing ad-hoc reporting to management as required.
  • Contribute to developing and implementing workflow practices to enhance team efficiency.
  • Review Superannuation advice given to the client & determine appropriate solution.
  • Manage multiple stakeholder arms in order to elicit necessary information.
  • Making recommendations based on your knowledge & appropriate regulatory policies & frameworks.

About You

Your role as Case Assessor will involve reviewing the work being undertaken by junior staff working on the project. As such, you should be confident in coaching and talking to your peers, with a strong ability to explain and understand financial advice quickly.

Skills & Experience

  • Full RG 146
  • Highly developed communication skills, both written and verbal.

What’s on Offer?

3-month contract with ideal start date on April 12th, 2021.

For more information please call Danielle Heath in the Aston Carter Brisbane Office on 07 3295 7449 quoting Job Reference 523766.