Professional Standards Administration Officer
Infocus is a national wealth management organisation with a proud 30-year history. We pride ourselves on our culture, our commitment to quality advice, and the opportunity we have to make a genuine difference in the lives of our clients. Our National Head Office is uniquely positioned here on Queensland’s Sunshine Coast, with our team of ~70 talented individuals right across Australia in our various state offices.
Due to a recent business acquisition, Infocus is expanding and we are seeking a permanent full-time experienced professional to join our dynamic Professional Standards team. We work together with advisers to help them develop and deliver advice which adheres to our legislative duties. Now more than ever, compliance defines our industry.
KEY RESPONSIBILITIES
* Collating and responding to compliance queries from our adviser network
* Maintaining accurate and up to date information in registers, online portals, legal documentation and filing systems
* Assist in the administration and booking of financial planner audits with the auditor team
* Assist in generation and collection of data for reporting purposes
* Delivering an outstanding customer experience to build advocacy and trust
* Contributing to continuous improvement ideas to refine processes
* Work with the team to provide required support in all aspects to projects, initiatives and changes within the business.
THE IDEAL CANDIDATE WILL HAVE
* A minimum of 2 years’ experience in the provision of administration support
* A reasonable level of experience with Excel and the Microsoft Office suite of products
* Organisational, time management and prioritisation skills
* Excellent communication skills with the ability to influence compliant and customer focused outcomes
* Exceptional attention to detail
* Experience working individually, within a team and with other business stakeholders
* Personal interest in finance, economics or legal requirements desirable
WORKING AT INFOCUS
At Infocus we are passionate about providing a workplace that empowers and strengthens our staff. We challenge each other to be innovative, confident and break down barriers. We are committed to ensuring we have a strong team culture and some of the ways we do this is by providing:
* Regular team activities and events to encourage cross-team collaboration
* Pens down early on Fridays to socialise
* Commitment to both upskilling team members and advocating for internal promotions first, wherever possible
* Confidential support for you and your family through our Employee Assistance Program
* AIA Vitality membership program, providing discounts & offers for a variety of retail outlets and wellness centres
JOIN US
If this job sounds like you, we would love to hear from you!
To complete your online application, you will be asked to upload a copy of your resume and provide responses to questions provided.
Your application will include the following questions:
* Which of the following statements best describes your right to work in Australia?
* Do you have experience in administration?
* How many years' experience do you have as a Professional Standards Officer?
* What's your expected annual base salary?
* How much notice are you required to give your current employer?
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