Job Description

Associate,
Centrelink

Location: NSW, SA or QLD
Employment Type: Full Time

About the Role

Coastal Advisory Australia is seeking an Associate, Centrelink to support our growing Centrelink service offering across the business.

This newly created role will act as our internal Centrelink specialist, supporting advisers, support teams and clients with Centrelink administration, case management and technical support.

Working closely with clients and advisers, you will manage Centrelink applications, reviews and ongoing client matters, while helping to build consistent Centrelink processes and capability across the organisation.

This is an excellent opportunity for someone with Centrelink experience who enjoys helping clients, solving problems and becoming a trusted technical resource within a growing business.

Key Responsibilities

• Manage Centrelink applications, reviews and ongoing client matters.
• Support clients through Centrelink processes and requirements.
• Liaise with Centrelink, Services Australia and other relevant stakeholders.
• Assist advisers and support teams with Centrelink-related enquiries.
• Maintain accurate records and documentation.
• Support the ongoing development and improvement of Centrelink processes and systems.
• Monitor changes to Centrelink legislation and requirements.

About You

To be successful in this role, you will have:

• Experience working with Centrelink administration and processes.
• Strong understanding of Centrelink legislation and requirements.
• Experience using PRODA and Centrelink online services.
• Strong organisational skills and attention to detail.
• Excellent communication and client service skills.
• The ability to manage multiple priorities and deadlines.

Highly regarded:

• Experience within financial advice, wealth management or aged care.
• Experience with Age Pension, Commonwealth Seniors Health Card and aged care assessments.
• Experience using Xplan or similar CRM systems.

Why Join Coastal Advisory Australia?

• Opportunity to specialise and develop expertise in a growing area of the business.
• Work closely with advisers and clients to make a meaningful difference.
• Be part of a growing national financial advice business.
• Supportive and collaborative team environment.
• Ongoing professional development opportunities.

This role would suit someone currently working in a Client Support, Advice Support or Centrelink-related role who is looking to further develop their technical expertise and establish themselves as a Centrelink specialist.

To apply, please submit your resume and a brief cover letter outlining your experience and interest in the role.