Broker Accreditation Officer

Broker Accreditation Officer
Company:

Boq Specialist Group



Job Function:

Finance

Details of the offer

This position is part of a wider team to support Retail Broker Growth and Risk Objectives by processing and maintaining broker accreditations (new, transfers along with terminations of brokers), updating and maintaining accurate broker details across all Group wide platforms, along with other broker portfolio administrative duties, to maintain the Group's strong industry reputation and not expose the Group to risk, including, regulatory, operational, and credit risks.
Your responsibilities will include:
Work closely with Relationship Managers and State Sales Teams to provide them guidance and support in relation to accreditation and other broker portfolio activities (across all brands).Communicate and collaborate with Aggregator (Head Group) Accreditation and Administration areas to ensure accreditation requirements and standards are met. Furthermore, to obtain necessary information to ensure accreditations meet our Group and Retail Standards, along with maintaining accurate broker records.Processing NEW broker accreditations and TRANSFER of accreditations ensuring Group Standards are met.Liaising with Aggregator Head Groups (Accreditations / Admin areas) making appropriate enquiries to obtain all necessary documents and/or information to ensure accreditation standards are met.Accurately recording broker accreditation details across all Group platformsAccurate and timely processing cancellation of broker accreditations ensuring Group Standards are met along with system records appropriately noted.Liaising with Aggregator Head Groups (Accreditations / Admin areas) to obtain necessary information to update records, including to determine whether the aggregators cancellation of accreditations was due to adverse circumstances (eg: fraud).Monitoring statistic data to ensure operations are within service level tolerances.Liaising with the Manager Broker Governance to implement actions plans to correct service levels.Addressing enquiries from State Sales Teams, Aggregator Head Groups and other internal support areas.About you 1 to 3 years in a similar role.Sound understanding of Broker Industry and Aggregator structures Sound understanding of key Aggregator responsibilities / obligations Sound understanding of ASIC's Credit Licensing (ACL) regime. (highly desirable)Sound analytics skills (data analytics,/ policy and process documents).Strong follow up action techniques.Sound Microsoft Office skill (Excel (including formula and database), Word and navigating web internet.About Us BOQ is one of Australia's leading regional banks and provides a genuine alternative for Australian financial services customers and employees. Our purpose is to create prosperity for our customers, shareholders and people through empathy, integrity and by making a difference. Our ambition is to be known as the bold challenger bank; with multi-brands that are digitally enabled with a personal touch.
BOQ is passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and collaborative environment with a strong focus on community.
BOQ's Inclusion vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.
In 2021 BOQ Group was awarded a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality citation.
• Flexible working arrangements
• Discounted financial products
• Salary sacrificing options
• Paid parental leave with no minimum
• Paid volunteer days
• Purchase annual leave
• BUPA Corporate Plan
• Employee Assistance Program (EAP)
• A 'zero tolerance' to Domestic and Family Violence (DFV) with active support for employees experiencing DFV
• Accessible work support through various practices, systems, office adjustments
• Gym, shopping, technology and travel offers
• 5 employee diversity network groups focusing on; First Nations Reconciliation Council, EPIC (LGBTIQA+), Multicultural, Gender and Early Career.
How to Apply To apply for this role please follow the links or apply via our Careers Page.
The Bank of Queensland is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.
If you are successful for a role with the Bank of Queensland, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.
BOQ is a 138-year old organisation with branches in every Australian state and territory. Listed on the ASX and comprising of three business lines of Banking, Finance and Insurance, our goal is to be the real alternative in Australian financial services.
The BOQ difference is that our branches are run by Owner-Managers. So local people not only run our branches, they own them.
Our Owner-Managers live locally, know their customers well and are willing to go the extra mile to ensure that our customers always receive exceptional personal service.
In striving to achieve our objectives, the Bank undertakes to value and service our customers, look after our staff, reward our shareholders and partner with the community
Source: this is an extract from the company's own website
BOQ is a 138-year old organisation with branches in every Australian state and territory. Listed on the ASX and comprising of three business lines of Banking, Finance and Insurance, our goal is to be the real alternative in Australian financial services.
The BOQ difference is that our branches are run by Owner-Managers. So local people not only run our branches, they own them.
Our Owner-Managers live locally, know their customers well and are willing to go the extra mile to ensure that our customers always receive exceptional personal service.
In striving to achieve our objectives, the Bank undertakes to value and service our customers, look after our staff, reward our shareholders and partner with the community
Source: this is an extract from the company's own website
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Job Function:

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Broker Accreditation Officer
Company:

Boq Specialist Group



Job Function:

Finance

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