BE THE DIFFERENCE
At AIA we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better’ can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

The opportunity:

At AIA Financial Wellbeing, we understand that financial wellbeing is a critical piece of the wellbeing puzzle, intrinsically linked to physical and mental wellbeing. We offer holistic advice that considers our clients’ personal and financial goals, helping them make confident decisions and lead a Healthier, Longer, Better Life.

We now have a fantastic opportunity to join the AIA Financial Wellbeing team based in Sydney or Melbourne, on a permanent basis.

As the Operations Consultant, you provide operational and administrative support to our financial advice business. You will also identify opportunities for improvements within our processes and lead the uplift of these activities.    

This is an exciting opportunity to kick-start your career and join a growing business with fantastic career advancement opportunities.

To do this successfully you will:

• Process financial planner activities including onboarding, maintenance, off-boarding and client book transfers

• Provide operational finance support including maintaining, processing and reconciling of vendor payments

• Work closely with business to proactively review our Revenue Management System

• Maintain the Systems Register including liaising with stakeholders to complete User access reviews

• Liaise with key stakeholders relating to BAU activities and investigations

• Respond to financial planner and customer enquiries within compliance requirements

• Collect, analyse and report management data to support decisions on day-to-day operations, strategic planning and specific business performance issues

Successful applications will demonstrate:

• Experience working in an operational or administrative role ideally gained from the Financial Advice industry

• Strong Excel skills which allow you to analyse and summarise data insights

• Experience using SQL, Tableau, Power BI will be highly regarded.

• An analytic thinker with strong attention to detail and problem-solving abilities

• An excellent communicator backed with sound analysis skills which allow you to provide meaningful insights to stakeholders

Why choose AIA:

At AIA, we’ve made a promise to help people live healthier, longer, better lives. And it starts with our own people.

• Access our training and development to build on your current skills

• Career development through internal mobility opportunities

• Work for a business helping millions of Australians and make a difference to someone’s life everyday

• Access additional leave days a year to recharge and refresh yourself

• Enjoy wonderful Health and Wellbeing initiatives that support you

• Work with supportive and inclusive managers

At AIA Australia, we’re proud to help guide, support and protect the wellbeing of over 3.5 million Australians. As part of the AIA Group - the largest independent publicly listed pan-Asian life insurance group – it is our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030. 

Lots of companies like to say they’re different. What makes us truly different at AIA, is the difference we make in people’s lives. We are proud that this difference has been recognised in the 2024 ANZIIF awards by being named Life Insurance Company of the Year

AIA is different. Are you?

If you want to be part of an organisation that helps people live better every single day, apply via the link.