Advice Technology Consultant

11 Dec 2024
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Financial Services - Award-Winning Superannuation Fund Provider Key Role within the Advice Technology TeamWork with purpose, in a highly collegiate teamHybrid working - blend of Sydney CBD Office and Home About UsEstablished in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds. We support nearly two million members, with around $75 billion of funds under management and are recognised as a responsible investment leader. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome.Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do.About the Job This is a key role within the Advice Technology team. The Advice Technology Consultant will provide support services to the Advice and Retirement teams in the areas of Advice IT support, Testing, Documentation, Training and Risk and Compliance. This includes ensuring new starters are set up efficiently, training is provided and there are clear user guides and procedure manuals made available to the team. You will also ensure reporting from these systems is completed in accordance with required schedules to relevant stakeholders. You will work closely with the Digital Advice team to ensure any new training or system updates are understood and resources updated accordingly.Key Accountabilities and ResponsibilitiesResponsible for providing technical expertise and support for all advice systems, including:Advice IT support for all Advice systems (currently this is Midwinter AdviceOS, Rest Custom Digital Advice solution, Gallagher and Aaspire). This includes:Troubleshooting and escalations of IT issuesNew starter set up requests to Advice IT Support and new starter trainingMaintenance of user guides and training materialsEnsuring no interruption to access where this is within your controlTraining and upskilling of advice team to produce advice documentation in Midwinter efficiently and in a compliant manner as requiredInvestigation and analysis of issues relating to the advice technology solution and communications across stakeholders to ensure clarity on outcomes as requiredManaging all Phone and Digital Statement of Advice templates with oversight of the Senior Advice Technology ConsultantsDocumenting functional requirements and technical specifications (where relevant) for advice solutions including templates used by advice teamTesting advice technology updates to ensure alignment with Rest advice processes and procedures as requiredWork with the relevant stakeholders to review broader Rest technology solutions as presented by projects and any impacts they might have on advice systems; make recommendations as needed to ensure advice systems align with Rest’s overall technology framework, policies, processes and principlesGenerate reporting on agreed metrics with vendorsSupport regular internal prioritisation meetings, and operational and vendor management meetings with MidwinterProviding Quality Assurance/Risk and Compliance support to the Advice Services team by:Completing set control plans according to schedules and escalating when issues ariseProviding reporting according to set schedules and adhoc when requiredAssisting with remediation activities for incidents when requiredAssisting with SoA checking when requiredAssisting with maintenance of Advice process guides when requiredSupporting the Advice and Retirement teams by identifying and recommending improvements in processes to provide quality services in an efficient and cost effective manner.Any other task requested from you within the remit of the Digital Advice and Advice Services teams.

  • ID: #53049264
  • State: South Dakota Sydney 00000 Sydney USA
  • City: Sydney
  • Salary: USD TBD TBD
  • Job type: Contract
  • Showed: 2024-12-11
  • Deadline: 2025-02-09
  • Category: Et cetera
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