Total 1,651 financial consultant job vacancies in NSW - Sydney - City & Inner West

What You'll Be Doing 

• Answering inbound calls from customers looking to discuss NRMA's available policies and offers. 
• On call exploration of the customers services, making sure that we have as much information as possible to provide the most relevant and tailored solutions.
• Offer General insurance products - Motor, Home and CTP insurance as well as NRMA Roadside Assistance (On behalf of NRMA)
• Use effective communication skills to build rapport and provide engaging customer experiences, whilst also objection handling and providing customers a solution to their enquiry.
• Be flexible with hours to ensure we're available when our customers need us. 

Why You'll Love Working with Us 

We are looking for a highly motivated and detail-oriented Financial Accountant to join our forward-thinking team. In this role, you'll be responsible for delivering accurate financial reporting, contributing to process improvements, and providing insights that support the growth and success of the company.

What You’ll Do:

• Prepare and deliver timely, accurate financial reports, overseeing month-end processes with a focus on reconciliations and accounting standards.
• Monitor and analyse revenue and cost centres, offering insights into variances and trends.
• Assist with the preparation of management accounts and board packs, contributing relevant commentary on performance, trends, and budget comparisons.
• Support cash flow forecasting and treasury-related reporting.
• Contribute to process improvements, including automation of data entry and assisting in the design of internal controls to improve efficiency.
• Assist with the preparation of statutory financial statements and external reporting obligations (AFSL, APRA, BAS, FBT).
• Support external audits and collaborate with auditors.
• Participate in ad hoc project tasks as required.

Job Description

We are looking for a Senior Data Scientist to join DataWorks, where you’ll be the technical lead for machine learning and predictive modelling projects. You will play a key role in developing end to end solutions and also own the implementation. This is a hands-on technical role where you’ll spend 80% of your time coding, building models and solving complex problems. While you’ll mentor junior team members and provide technical leadership, this is not a people management position although there is opportunity to do so in future as our small team grows.

Problems we’re working on include:

• Optimising marketing spend and mix for sustainable ROI
• Optimising call centre operations (prioritisation, demand) and driving performance with the right incentives
• Supporting marketing performance by analysing customer needs and effectiveness of creatives and other strategies

We have a hybrid working arrangement from our Sydney CBD offices.

Key Responsibilities:

• Lead the design, development, and implementation of data science models, responsible for designing and delivering technically complex Data Science initiatives that produce significant business value. Examples include churn prediction, forecasting on call centre performance and digital marketing demand, media mix models, clustering and segmentation, call centre activity simulation, speech to text and text analysis.
• Utilize advanced techniques in machine learning, deep learning, and causal inference to drive business insights and optimize performance.
• Collaborate with cross-functional teams (data engineers, business stakeholders, C Suite) to understand business needs and translate them into actionable data science solutions.
• Develop production-level code using Python, ensuring scalability and integration with cloud platforms such as AWS, GCP, or Azure.
• Use SQL and ETL processes to manipulate and extract data from relational databases.
• Communicate findings and insights effectively to both technical and non-technical stakeholders.
• Provide mentorship to junior team members and contribute to the overall growth of the team.

Advanced Technical Skill:

• Expert-level knowledge of machine learning techniques (e.g. GBMs, clustering) across a variety of business problems and data sets and experience across the full life cycle of model development,  deployment and maintenance. Proficiency in SQL and at least one programming language (e.g., Python, R)
• Strong ability to align technical solutions with business strategy, and to communicate complex findings to senior stakeholders
• Experience in setting timelines, deliverables, and navigating resourcing challenges
• You will have demonstrated clear and thorough logical and analytical thinking, as well as problem-solving skills and high attention to detail.
• Experience with visualization tools like PowerBI is a plus.
• Experience working in a cloud (AWS / GCP / Azure) environment is a plus

Why Join Us:

• Work in a small dynamic and innovative team driving real business impact, with strong buy-in from C Suite.
• Opportunities for professional growth and development in as a technical lead.
• Collaborative culture and cross-functional engagement with various teams and stakeholders. Autonomy in developing solutions and opportunity to drive high impact change in the business.

The Claims Consultant is responsible for the proactive management of a portfolio of life insurance claims in accordance with TAL’s claims philosophy, claims handling procedures, policy terms & conditions and in accordance with the Life Insurance Code of Practice and other legislative and regulatory requirements.  

This may include but is not limited to;

• Adhering to external regulations (eg. Privacy and Life Insurance Code of Practice) and all relevant legislation and industry guidelines.
• Ensuring all interactions with Customers, Advisers and other internal and external stakeholders adhere to TAL’s Customer Service Culture through the provision of high-quality, accurate and compliant work.
• Contributing to department and company projects as required.
• Gathering and interpreting relevant information to form an appropriate claims strategy.
• Effective determination of correct benefit entitlement ensuring that legitimate claims are paid in a timely manner in accordance with policy terms and conditions.
• Working collaboratively with Technical Specialists, Recovery & Support Specialists, Health Services and other internal stakeholders.
• Arranging and participating in case conferences and peer case discussions, including preparation of documentation, record keeping and completion of agreed actions.
• Providing exceptional customer service, including proactively managing communication with customers and clients relating to the management of the claim and initiating support options, where appropriate.
• Customer and partner stakeholder management (e.g. advisers, trustees, fund administrators) whilst monitoring service delivery and quality.

• Financial Services - Award-Winning Superannuation Fund Provider 
• Key Role within the Advice Technology Team
• Work with purpose, in a highly collegiate team
• 9 Month Fixed Term Contract 
• Hybrid working - blend of Sydney CBD Office and Home 

About Us

Established 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 Responsibilities

Responsible 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 issues
  • New starter set up requests to Advice IT Support and new starter training
  • Maintenance of user guides and training materials
  • Ensuring no interruption to access where this is within your control
  • Training and upskilling of advice team to produce advice documentation in Midwinter efficiently and in a compliant manner as required
  • Investigation and analysis of issues relating to the advice technology solution and communications across stakeholders to ensure clarity on outcomes as required
  • Managing all Phone and Digital Statement of Advice templates with oversight of the Senior Advice Technology Consultants
  • Documenting functional requirements and technical specifications (where relevant) for advice solutions including templates used by advice team
  • Testing advice technology updates to ensure alignment with Rest advice processes and procedures as required
  • Work 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 principles
  • Generate reporting on agreed metrics with vendors
  • Support regular internal prioritisation meetings, and operational and vendor management meetings with Midwinter
• Providing Quality Assurance/Risk and Compliance support to the Advice Services team by:
  • Completing set control plans according to schedules and escalating when issues arise
  • Providing reporting according to set schedules and adhoc when required
  • Assisting with remediation activities for incidents when required
  • Assisting with SoA checking when required
  • Assisting with maintenance of Advice process guides when required
• Supporting 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.