Investment Administration Assistant

6 months ago

Melbourne, Australia CareSuper Full time

**Work options**: Hybrid

CareSuper values flexibility, and we recognise the benefit for our staff to have a choice in how they structure their work week with a combination of days working from home and some in the office as well as the benefits that come with opportunities for in-person connection and collaboration. That's why our hybrid model includes two (2) days per week required to work in the office, including attending one (1) nominated team day along with other members of your team.

CareSuper is the leading fund for life for people who value high performance and a smoother ride over the longer term. As a multi-award winning fund, focused on achieving great outcomes for and acting in the best interests of its members, delivering high quality products, more personalised experiences and meeting their expectations for sustainability and integrity while helping them through the twists and turns of their life journey to live their best possible retirement.

If you've ever found yourself asking ‘can we do this better?' then you're exactly the kind of person we're looking for.

**The opportunity**

We are seeking a proactive and dedicated individual to join our Investment Team and support activities related to a planned fund merger. In this** 6 month fixed term contract role,** you'll be responsible for administering legal and contractual agreements, handling investment service provider invoicing, and supporting Investments through tasks like running reports, reconciling data, and managing documents. This is an excellent opportunity to work closely with a high-performing team and contribute to critical projects.

As a key contributor reporting to the Business Lead, you will play an active role in planning activities and providing administrative support to our investments team. This dynamic role allows you to leverage your resourcefulness and proactive approach while managing multiple stakeholders and priorities. If you thrive in a fast-paced environment and enjoy being a vital part of a successful team, we would love to hear from you.

You will add value by supporting the Investments team with the following tasks:

- Coordinate team meetings including associated documentation and planning.
- Assist with preparation of board and committee papers.
- Prepare presentations for internal and external purposes.
- Support the Investments Operations team which could involve booking travel, producing agendas, taking minutes, reconciling data and generating reports.
- Assist with management of due diligence records and documentation across the Investment program including manager reporting and procedure documentation.
- Support the team’s work towards the planned fund merger through administration of investment legal documents and agreements.

**What you'll bring**

This is a great opportunity for an efficient coordinator with a strong administrative and customer centric background. Strong written and verbal communication skills, an ability to manage multiple priorities as well as a team player mentality are essential to thriving in this fast-paced role.

Additionally, the successful applicant will be a self-starter with a ‘can do’ attitude and possess the following skills:

- Professional experience in financial services (investments experience highly regarded) or willingness to learn about superannuation products and services.
- Confident and professional phone manner with proven customer service or office administration experience
- Strong interpersonal skills with the capacity to connect and develop good relationships.
- Proven organisational and time management skills.
- Meticulous attention to detail

**Why CareSuper?**

Apart from our status as a high-performing Industry Super Fund and focus on providing high quality member customer service, we recognise that our staff are the drivers of our success. We are genuinely committed to delivering workplace diversity, sustainability, and flexible working arrangements. Our culture is under pinned by “SPIRIT” which stands for Service, Professionalism, Integrity, Relationships, Innovation and Teamwork.

We invest in the health, wellbeing, and development of our people by offering a range of great benefits to support you to be your best - professionally and personally.

Applicants must have the relevant work rights to be considered for an opportunity at CareSuper and undergo a police check.
- Please note: While your details remain highly confidential in our recruitment process, we may share relevant information with our merge partner Spirit Super in the future with your permission._
- Agencies, please note: All vacancies are managed by our internal Talent Team. Should external assistance be required we will reach out to our preferred agency partners. Thank you._

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