Case Manager /Financial Planner/ Advisor

Location: Australia
Contract Type: Contract
Specialisation: Technology
REF: 239671509
A Case Manager /Financial Planner/ Advisor is required to join a leading global bank.

 What you'll be doing
  • Process aligned cases in an accurate and timely manner to reduce case re-work keeping in line with policy/procedural and legislative requirements
  • Develop performance measures and operational reports on areas of responsibility
  • Ensure that the Project methodology on case management is applied accurately and consistently whilst maintaining accuracy in workload against policy and procedures to ensure delivery of the Project's goals and objectives
  • Assist internal and external client with any of their queries 
  • Making sure all milestones are met successfully.
  • Info gathering and stakeholder management - enforce the appropriate initiatives to respond to business needs.
  • Develop performance measures and operational reports on areas of responsibility
What you need
  • Must have experience strong experience in financial planning 
  • Must have proven track record successfully assisting multiple stakeholders
  • Strong time management and planning skills 
  • Strong Microsoft office suite of products experience and financial planning relevant systems eg COIN or XPLAN etc 
  • Exceptional communications both written and oral
  • Exceptional stakeholder management skills and experience
  • Experience of working with vendors / service partners
  • Experience with problem & incident management
  • Demonstrated history of achievement, and getting the job done
Do you have what it takes? Then we're waiting to hear from you! Click "Apply" to submit your application or contact amy.shah@ambition.com.au