Accelerate Reporting Analyst

Apply now Job no: 597526
Work type: Secondment
Location: Melbourne
Categories: Operations, Financial Planning (AMP)

About the role

The Accelerate Advice Solutions Team is an AMP Advice initiative which provides analysis and Paraplanning administration support to the AMP adviser network. Accelerate specifically assists new advisers who have recently joined the licensee, advisers that have purchased a new book of business or advisers who face business pressures and require some assistance for client reviews.  Accelerate is an innovative, responsive business area within Channel Services and sits within the Licensee Technical Delivery Team.  

The Accelerate Reporting Analyst will be responsible for analysing, preparing and presenting monthly reports to all stakeholders within stated service level agreements to enable the business to manage inflows against targets.

 

Duties

  • Responsible for all Accelerate related reporting queries and issues.
  • Ensure all reports that are prepared meet quality standards.
  • Provision of feedback around improving the useability of reporting systems and methods
  • Management and completion of the monthly Accelerate SMC GLT and Advice Cash Flow LT powerpoint slide within 10 business days of the commencement of the month including commentary and distribution to stakeholders.


Skills & experience

  • 2 years' experience in a Financial Services environment. 
  • RG 146 compliant
  • Experience in reporting and experience in reading and interpreting SOA documents
  • Completion of DFP or demonstrated success in continuing DFP studies
  • Experience using the MyBi reporting tool and a good understanding of SalesForce.
  • Proven ability to interact (both verbally and in written form) effectively with key stakeholders and advisers.


Why AMP?

Working for AMP means working for a company that empowers its people to make a difference, while providing the support of a highly talented, experienced team. We understand that it is our customers that make us great.  And because people achieve their best in different ways, our culture is flexible and supportive, to give you the freedom to focus on outcomes rather than just processes.

 

Our Culture

AMP is an organisation like few others. We enjoy a culture that recognises individuality yet encourages collaboration, giving real meaning to our work and making a difference to our people and our customers.

Benefits

Access a great range of benefits such as flexible working options, retail discounts, social club, onsite gym, competitive home loan rates, leading superannuation contribution, discounted financial advice and personal insurance.

Inclusion & diversity

AMP welcomes people with all kinds of life and work experiences. Our individual differences - and collective strength - make for great employee, customer and business outcomes. What unique insights could you bring to the AMP team?

Advertised: AUS Eastern Standard Time
Applications close: AUS Eastern Standard Time

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