Advice Assistant

Zurich Financial Services Australia

Location: Melbourne

Job Type: Not Specified


Why you want to work for Zurich Financial Services Australia
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Open to a range of flexible working options
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16 weeks primary carer leave at full pay
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Zero waiting period for paid parental leave
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Personal & professional mentoring for women
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Employee led diversity groups
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Superannuation while on unpaid parental leave
Job Details

About us

Let us help you grow your career!

At Zurich, we are passionate about cultivating new talent. Our culture is designed to inspire and involve you at every stage of your career.

  • Zurich is committed to developing a sustainable workforce – we support employees to explore opportunities that will enhance their talents
  • We created a ‘Customer Academy’, to help people learn new skills through a range of topics
  • Our award-winning Female Leadership, Aspiring Leaders and Manager Excellence Programs all help grow our talented employees.

We are committed to help you thrive as you share your ideas, initiatives, and energy. You will have the chance to work with global, diverse, and inclusive teams as you develop valuable skills, explore your passions, and make a positive impact beyond your role.

About the role

An exciting opportunity exists to join Zurich’s new Life Insurance advice business ‘Assure’, as an Advice Assistant.

You will be responsible for providing strong administrative support to advisers and dealing with customer enquiries as you help implement advice recommendations. Your tasks will include overseeing file checklists, taking customer calls, diary/email management, obtaining additional information from customers and document preparation. Liaising with a range of internal/external stakeholders, you will provide a high level of service and proactively build strong relationships.

If you thrive in being a pillar of support in a professional, vibrant culture, this will be the ideal role.

Important to your success

  • Administration and customer service experience, ideally within Financial Services
  • Diploma of Financial Planning and/or related degree will be highly regarded
  • Strong attention to detail and ability to prioritise to deadlines
  • Excellent written and verbal communication skills
  • Great initiative and the ability to work in a fast-paced environment
  • Good relationship building skills

Zurich is here to support you

As a leader in the insurance industry, we embrace the development needs of our employees to ensure they can achieve success and thrive in the workplace.

To empower you to be your best, we offer:

  • Access to an award-winning online learning platform
  • Aspiring Leaders Program to grow our talented employees
  • Study Assistance – to support employees by encouraging studies
  • Annual lifestyle payment and volunteer day

Zurich is committed to ensuring that our process is fair and accessible for all candidates. If you require special accommodations to participate in our recruitment process, we encourage you to let us know at the time of your application.

You’ve got this!
Perfection not required
Excited about this role, but not sure if you meet 100% of the criteria? Employers would still love to hear from you.