Manager File Retrieval and Build

Apply now Job no: 600496
Work type: Permanent Full Time
Location: Sydney
Categories: General Management, Risk & Compliance

Manager File Retrieval and Build

  • Everyone’s contribution is valued
  • We support our people so they can make a real difference
  • We value Diversity

Business unit

The purpose of the Remediation and Review team is to assess whether clients have been negatively impacted by inappropriate advice received from an AMP financial adviser.

This role is part of the Advice and Customer Engagement team – managing the end to end experience of Advisers and Customers during the review and any associated remediation

Purpose of the Role

Is to manage the retrieval of customer files from Advisers, and build the files for review ensuring

  • The 20-30 Retrieval and Build team follows clear policies and procedures, for review by the Review and Remediation teams
  • The File Review and Remediation teams receive complete and accurate files in a timely manner to facilitate efficient workflow over the wider team.

More specifically the role is responsible for but not limited to:

  • Design and deliver the end to end file retrieval and build process
  • Lead, mentor and coach the team members to ensure the flow of client files from Advisers.
  • Ensure that reporting / monitoring obligations are fulfilled
  • Support the wider Review and Remediation team’s business plan and provide feedback that fosters continuous improvement.
  • Foster strong and collaborative relationships with key stakeholder groups, both internal and external to the business.

To be successful in this role you will be an exceptional leadership ability, continues improvement mindset and collaborative stakeholder management  

What we also look for in you is:

  • Results focused
  • Prioritising and time management skills with an exceptional quality focus and output
  • Well-developed problem-solving skills
  • Good operational management background and experience
  • Experience and understanding of Advice Licensee systems and advice delivery process

If you require further information or would like to obtain a Job Description, please contact Milica Radomir on 02 92575036

About 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.

If you require further information or would like to obtain a Job Description, please contact Milica Radomir on 02 92575036

Advertised: AUS Eastern Daylight Time
Applications close: AUS Eastern Daylight Time

Back to search results Apply now Refer a friend


Share this: | More

Applicant Login

Agency Login

Refine search

Work type

Locations

Categories