Evidentia - Investment Communications Coordinator
4 weeks ago
We're hiring an Investment Communications Coordinator to join our Marketing & Communications team. This role will support the delivery of clear, engaging communications and investment reporting for the Evidentia Private business, with the opportunity to contribute across the broader Evidentia Group over time. While direct industry experience is helpful, a genuine passion for financial services and a strong interest in learning are equally important.
About EvidentiaEvidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios, three leaders in managed accounts. Together, the Group offers innovative investment solutions tailored to financial advisers and their clients.
About the RoleThe Investment Communications Coordinator plays a key role in producing and distributing client-facing collateral and investment-related content. This includes tailored portfolio reporting, market updates, and supporting materials for adviser-client interactions.
Reporting to the Head of Communications, the role works closely with the Communications Manager and team members to ensure communications are delivered to a high standard, professionally presented, consistent, and on time. Initially focused on supporting the Evidentia Private business, the scope of work may expand to support communications across other parts of Evidentia Group over time.
ResponsibilitiesClient Communications & Reporting
- Assist with the production and distribution of tailored and non-tailored communications (e.g. monthly factsheets, quarterly reports, market commentary)
- Support the development of investment capability statements and adviser-client presentation materials
- Proofread and format documents in line with brand standards
- Coordinate communication timelines and update schedules with internal stakeholders
- Provide administrative support for campaigns, content development, and communication projects
- Liaise with internal departments to align messaging and timelines
- Maintain templates, contact lists, and other communication tools and resources
- Bachelor's degree in communications, business, or a related field
- Minimum of 2 years' experience in a communications or administrative support role, ideally within financial services
- Strong written communication and proofreading skills
- Excellent organisational skills with the ability to prioritise tasks and meet deadlines
- High level of attention to detail and accuracy
- Proficiency in Microsoft Office (particularly Word, PowerPoint, Excel, Outlook)
- Familiarity with tools such as Mailchimp, SharePoint, and LinkedIn
- A collaborative and flexible approach to supporting a range of communication activities
- Ongoing flexible working arrangements
- Family friendly work-life balance
- Genuinely open and supportive culture with an approachable executive team
- Ongoing training and professional development
- Social events
Evidentia is an equal opportunity employer and is committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.
Working Rights - Applicants must hold current permanent and full-time working rights in Australia, for example as a Citizen or Permanent Resident.
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