Advice Technology Xplan Administrator (Remote)

Advice Technology Xplan Administrator | Centrepoint Group of Companies | Australia

About the Company

Centrepoint Alliance is made up of a leading network of financial advisers. We help build future prosperity for hundreds of thousands of Australians.

Our purpose is developing and supporting financial advisers. We do this by providing world class technology, services, education, on the ground training, and integrated compliance monitoring to help our advisers build strong prosperous businesses focused on meeting clients’ needs.

In doing this, we build a community of like-minded professionals who benefit not just from the services and resources we provide, but from each other and the network we create. Our four divisions: Licensee Solutions, Financial Advice, Lending Solutions and Investment Solutions are integrated. This enables us all to see beyond the reach of our individual businesses and practices to share skills and knowledge and take a wider view of a complex and ever-changing market.

About the Role

Join our highly skilled team as an Advice Technology Administrator, where you will play a vital role in supporting our exceptional financial planning solutions delivered through our customised version of Xplan. 

Your responsibilities will include proactively engaging with practices, providing comprehensive support to our internal team as well as our end users. 

This position presents an excellent opportunity for paraplanners, client services managers, technology support analysts, and consultants seeking further growth in the dynamic fintech environment.

Responsibilities & Duties

Administration & Invoicing:

• Manage user and practice profiles.
• Collaborate with onboarding and offboarding teams.
• Perform site maintenance administrative tasks.
• Manage and reconcile billing and invoicing for users across our network.

Administration and Datafeed Support:

• Provide best practice advice, technology guidance, and onboarding support to clients.
• Manage the support queue via phone and email.
• Assist in creating instructional material and process guides.
• Set up vendor datafeeds and troubleshoot datafeed issues

Projects:

• Contribute to customised site development and administration.
• Complete project tasks as required.

Skills & Experience

• Degree in IT, Finance, Business, Commerce or a related discipline looked upon favourably, but not essential.
• Experience working with Xplan and CommPay is preferred.
• Strong understanding of the financial advice industry and the needs and expectations of advice practices.
• Excellent customer services skills combined with initiative and enthusiasm to provide resolutions.
• Experience working on competing priorities and the ability to adapt to the changing needs of the organisation.
• Develop productive relationships with industry providers and other users.

What’s on Offer?

• Excellent Employee Benefits Program
• A challenging and meaningful role with performance based incentives
• Supportive of flexible working arrangements
• An open, friendly and passionate environment putting our client at the centre of everything that we do
• Growth cycle of business – investing in technology, people and infrastructure
• Opportunity to join a well-known Australian ASX listed company

How to Apply?

Click on the APPLY button to submit your application or contact Linda Markwell, Head of Human Resources on 1300 557 598 for a confidential discussion. 

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* No recruitment agencies please.

Tagged as: remote, remote job, virtual, Virtual Job, virtual position, Work at Home, work from home