About the Organisation
This is a well established Queensland based industry superannuation fund with a strong reputation for putting members first. With a close knit team, this fund prides itself on delivering a genuinely personalised experience to its members, particularly those approaching or navigating retirement. The culture is collaborative, grounded and focused on doing the right thing by the people they serve.
What makes this role different
This is not a contact centre position. You will be working face to face and over the phone with some of the fund's most valued member groups, including high net worth and retirement cohort members, in a role that blends general advice, member education and genuine relationship management.
About the role
- Delivering general advice and education on superannuation products to members in person and via phone
- Triaging advice enquiries and connecting members to the right adviser based on their needs
- Supporting financial advisers with fact finding, member profiling and appointment coordination
- Following up with members post advice to assist with implementation and problem solving
- Providing front desk support during office hours, greeting members, employers and stakeholders
- RG146 qualified (essential for this role)
- 2 or more years of customer service experience in superannuation or financial advice
- Strong communicator with a genuine passion for member outcomes
- Well organised, reliable and comfortable working across both phone and face to face
- JP qualification is a bonus but not essential
Full time role based in Brisbane's inner suburbs. Limited work from home. Standard office hours 8am to 5pm.
To apply or find out more, please contact:
Zac Smith | 0466 310 409 | zac.smith@perigongroup.com.au
