Associate, Am Client Experience - Sydney, Australia - IOOF Holdings

IOOF Holdings

Verified Company

Sydney, Australia

2 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Date:21-Mar-2023
Location:Sydney, NSW, AU, 2000

Melbourne, VIC, AU, 3000
Employment Type:Permanent Full Time
Join a diverse and high performing team with flexible working arrangements
Be part of a team and culture that values people
Grow your career with a leading wealth management organisation
Are you passionate about providing exceptional assistance to execute the events and content needs of the business? Do you possess high level administrational and operational support? This might be the opportunity you have been looking for to showcase your skills
The Role
The role of Associate, AM Client Experience is to help execute the events and content needs of the MLC Asset Management Distribution team by providing administrational and operational support.

Key Responsibilities:

Manage and maintain digital resource hubs as a central source of truth for all sales tools (such as pitch packs and key presentations), including uploading documents to Teams/Confluence/Salesforce to ensure most timely materials are available and administrative lists are up to date
Maintain and monitor the events calendar, working closely with the strategic accounts, retail and institutional teams to support and execute endorsed activity in a timely and efficient manner
Update the complete Distribution Confluence calendar as appropriate to reflect all activity (as approved and appropriate)
Ensure all events logistics are executed including diary invites for all relevant stakeholders
Manage the event briefing process and supporting reporting requirements
Maintain and work with the client experience team in relation to digital systems as appropriate
Contribute to various projects and other activities to support the needs of MLC Asset Management Distribution
Execute supporting processes to continue to enhance internal efficiencies and capability, such as the Speaker Request and Event overview
Other administrative functions required from time to time such as paying invoices, travel bookings and the like

To Be Successful in This Role You Will Possess:

3+ years' experience in a related field highly regarded
Tertiary qualifications in a related discipline highly regarded
High degrees and proficiency in following up SMEs
Ability to receive, triage and effectively source answers to queries received in a timely and efficient manner
Ability to be responsive and manage priorities needs as required
Excellent organisational and time management skills

Benefits

In return, we offer development opportunities at an ASX top 200 company
A professional, supportive, and friendly culture
A range of corporate and lifestyle benefits

The Business

Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services.

We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:
IFL).
To Apply

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._
Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure._