Account Transfer Officer

• Manage end-to-end account transfers and changes (member updates, full transfers, splits/combines, name changes, currency conversions, resale transfers)
• Prepare and process contracts and transfer documentation in line with policy and legal requirements
• Process related payments and ensure accurate system updates
• Handle bankruptcy and debt arrangement cases
• Process account cancellations in line with policy and regulations
• Maintain documentation and liaise with external parties as needed
• Serve as the main customer contact throughout the process
• Communicate clearly and empathetically, especially in sensitive cases
• Follow up on requirements to ensure timely completion
• Conduct financial assessments when required
• Identify and escalate risks or non-standard cases
• Ensure compliance with policies and regulations
• Maintain accurate records for audit and reporting
• Support quality reviews and process improvements

How You’ll Be Rewarded

Build your career with a value driven organization that promotes continual growth and development for its people. Some of our many benefits on offer include:

• Comprehensive benefits package, including health insurance and retirement plans

• Newly-refurbished modern office space

• Professional development funding

• Discounted hotel stays across Australia, Fiji, and New Zealand

• Subsidized private health cover upon successful completion of probation

What You Will Bring