Adviser Back-Office Support Expert
4 days ago
IDEX Consulting is a leading provider of financial services solutions. Our expert teams work tirelessly to deliver high-quality advice to clients across the country. As an Adviser Servicing Analyst, you'll be part of a dynamic team that's passionate about making a difference in the lives of others.
Key Responsibilities
This role involves collaborating with various teams to maintain efficient service delivery and operational excellence. Some key responsibilities include:
- Supporting adviser onboarding and access management
- Ensuring data integrity and compliance
- Developing and implementing data improvement projects
- Providing system maintenance and troubleshooting support
What We Offer
We offer a competitive salary of $90,000 - $120,000 per annum, depending on experience. Additionally, you'll receive a range of benefits, including professional development opportunities, flexible working arrangements, and a supportive team environment.
To succeed in this role, you'll need experience with adviser back-office systems, particularly Xplan. Strong analytical skills, problem-solving abilities, and proficiency in Excel or similar database tools are essential. If you're passionate about data integrity and compliance, and have a knack for working independently and collaboratively, we'd love to hear from you.
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