Reference Number: (Input Job Order no. )
This is a hybrid OR remote OR on-site position.
Our client, a highly regarded and established superannuation organisation, is seeking an experienced Advice Service Officer to join their excellent team based in Rockhampton.
This is a pivotal support role, working closely with Financial Advisers to deliver high-quality, compliant and member-focused advice services. You will coordinate the end-to-end advice support process, ensuring accuracy, regulatory compliance and an exceptional customer experience.
The Opportunity
Working collaboratively with Advisers and internal teams, you will:
* Manage member and employer enquiries (phone and in-person)
* Support Advisers in preparing Statements of Advice (SOAs)
* Prepare and collate documentation required to implement advice
* Coordinate and oversee implementation of advice recommendations
* Maintain CRM data integrity and ensure accurate record keeping
* Conduct proactive member follow-ups as part of service campaigns
* Ensure all service standards, compliance obligations and regulatory requirements are met
* Identify and contribute to continuous process improvement initiatives
This role requires strong attention to detail, confidence in communicating financial information, and the ability to manage multiple priorities within a structured and compliance-driven environment.
About You
To be successful, you will bring:
* Exceptional written and verbal communication skills
* High attention to detail and accuracy
* Ability to manage competing deadlines
* Strong problem-solving capability
* A professional, calm and member-focused approach
* RG146 qualification (preferred); however, candidates without accreditation will be supported to obtain it.
* Experience within superannuation and/or financial advice (desirable - not essential)
You are proactive, highly organised and genuinely committed to delivering quality outcomes for members.
The Environment
Our client offers the opportunity to join a collaborative and purpose-driven superannuation organisation that is committed to:
* Member-first service
* Regulatory excellence
* Continuous improvement
* Professional development and ongoing industry education
* Inclusive and supportive workplace practices
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