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Job Title


Financial Services Administrator


Company : Colonial First State


Location : Sydney, Australia


Created : 2026-02-02


Job Type : Full Time


Job Description

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.Your Team The Insurance Admin Support team is responsible for ongoing maintenance of member insurance records. This includes but is not limited to handling investigations in insurance cover issues, processing of refunds or insurance reinstatements and managing referrals and handoffs on the underwriting applications prior to submission to the insurerYour ResponsibilitiesReviewing insurance records and processing refunds and reinstatements Communicating effectively with customers to ensure they are clear on requests for insurance Building effective relationships with customers and third parties Review received documents and follow up on any outstanding requirements via verbal and written channels. Assess documentation and requests in line with our business rules, legal requirements and industry standardsYour Capability and ExperienceStrong at building relationships and keeping stakeholders updated throughout the process. Able to understand challenges and find practical solutions. Comfortable working independently and as part of a team. Great attention to detail and a focus on quality. Able to manage competing priorities and stay organised. What to ExpectAt CFS, you''ll be working among the very best in the wealth management industry. It''s an inspiring environment that encourages development and celebrates success. Other things to look forward to:Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution Access to 24/7 confidential support covering safety, medical and mental health services Additional leave day to celebrate your birthday Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event Exclusive discounts on retail, travel and entertainmentCFS CultureAt CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.Apply today and join us in helping Australians to achieve their financial freedom.Please note, CFS requires all candidates to have full work rights in Australia.Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate''s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.This role is based on Gadigal Land (Sydney).