OverviewBT Financial Group Planner Assistant Full Time in Sunshine Coast QLD
BT Financial Group
Branch Sunshine Coast QLD AU
Sunshine Coast QLD
Able have access to some of the best banking, wealth and insurance benefits in the market. Westpac Group is made up of some of Australia’s most recognised…
Westpac Group is made up of some of Australia’s most recognised financial services brands, including Westpac, St George, Bank of Melbourne, BankSA, BT Financial Group and RAMS. When you join us at Westpac Group you’ll become part of one team striving to reach our vision to be one of the world’s great companies, helping our customers, communities and people to prosper and grow. Several of our roles, such as this one, work to support multiple brands and are part of the driving force behind some of Australia’s most successful companies.
Looking for your next challenge? Your role as a Planner Assistant will be to increase Planner efficiency in the Wealth region by supporting a group of planners to deliver an enhanced customer experience for Westpac’s wealth customers.
You will be responsible for a variety of tasks, project work, logistics and reporting. You will need to build strong relationships with many stakeholders, both internal and external and constantly deliver what you promise.
As a Planner Assistant you will be able to utilise your administration skills in a challenging and dynamic environment contributing to our mission of being the number one service organisation in the financial services industry.
Major Accountabilities of Position
Track customer activity including documentation, sale progress, appointments, interviews customer and customer complaints
Receive inbound and make outbound calls from/to customers (excluding advice and sales) including being contact point for day to day liaison with customers and their concerns
Process appropriate transactions for customers under direction from planners including sales documentation, withdrawal of funds, trust account, and other transfers and redemptions
Update CRM system with own entries, e.g. customer contact data
Provide filing, copying, mail/fax, typing, correspondence, business tools and office supply services to planners including database and spreadsheet activity
Book, re-confirm and follow up planner appointments and invitations with customers
Provide logistics support in relation to customer management and accuracy of documentation
Prepare reports and undertake projects as required by planners or RM wealth
Work cooperatively and effectively with designated planners, with wealth team and other areas of BCB to meet and exceed customer’s expectations
Maintain and work within compliance, ethical and privacy standards such as the FSR legislation and other relevant laws guidelines or policies
Follow up and research customer requests, e.g. for information or forms, within the boundaries of no advice or sales.
Joining Westpac has many perks besides building a long and stable career. You’ll be:
Able have access to some of the best banking, wealth and insurance benefits in the market
Offered a highly competitive remuneration that is fair and consistent for all our people
Entitled to a suit of online learning, training modules and career planning tools to grow with us
Encouraged to participate in the community through paid volunteer leave and secondments available
Be encouraged to adopt a positive work-life balance through a range of flexible work options
What you need to succeed
Strong customer service skills, orientation and focus
Excellent telephone manner
Effective oral and written communication skills
Excellent planning, organising and interpersonal skills
Self-starter – proactive and demonstrates initiative
Computer Literacy – to meet minimum wpm standard and MS office skill level
Ability to work autonomously and as part of a team in a pressure environment
Attention to detail and time management skills
Previous experience in and administrative role with a customer service orientation (2+ years of relevant experience desirable)
General knowledge of and experience in financial planning industry is desirable
Understanding of appropriate Westpac, BTFG and industry leading products is also desirable
As there are many roles available across Australia, when applying on-line you will be required to nominate your preferred location(s).
When you join Westpac Group you’ll join an equal opportunity employer and encourage applications from men and women of all ages, including people with a disability, Indigenous Australians and those that identify as LGBTi.
For more information
Employment Type: Full Time
Location: Sunshine Coast, QLD, AU
Posted on: 2017-04-21