Operations Associate - Financial Viability

Join our Financial Viability business unit within Equifax Australasia Credit Ratings, where you will play a key role in providing essential financial assessments for businesses across Australia and New Zealand. You will act as a primary point of contact, liaising with company directors and financial professionals to secure market-sensitive information and ensure the seamless delivery of high-quality assessment reports.

What you will do

• Collect and procure critical data required for the production of financial assessment reports.

• Conduct introductory phone calls and requests for information with company Directors, Accountants, or Financial Controllers.

• Secure essential non-disclosure agreements (NDAs) for the analyst team.

• Contact third-party referees to evaluate performance on similar engagements.

• Log all details of customer and subject interactions accurately to maintain a clear audit trail.

• Support the analyst team to manage and meet customer Service Level Agreements (SLAs) through efficient processing and follow-up.

• Produce polished, timely correspondence for diverse stakeholders, ensuring professional brand consistency.

• Identify and raise potential risks or issues to the Service Delivery Leader for support and/or escalation.

• Provide administrative support to the Service Delivery Leader on workflow tasks within the scope of the role.

• Develop a foundational understanding of the full product and service offerings available within the Financial Viability unit.

What experience do you need

• Completion of HSC or an equivalent qualification.

• Proven ability to source and handle sensitive information while maintaining strict confidentiality.

• Proficiency in the MS Office Suite, specifically Word, Excel, and Outlook.

• Strong written and oral communication skills.

• Demonstrated keyboard and software skills, including professional email management.

• Experience managing multiple assignments with a high level of organization, attention to detail and time management.

What could set you apart

• Previous experience working in a high-volume call centre environment.

• Prior exposure to or understanding of operations processing centre workflows.

• Specific experience in handling and resolving customer complaints.

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