Administrative Support Specialist for Financial Services

2 weeks ago

Melbourne, Victoria, Australia Zenith Investment Partners Full time
About Us

Zenith Investment Partners is a leading investment research and consulting business in Australia, specialising in managed funds research, consulting, and investment solutions for financial advisers and their clients. Our company has expanded its offering with the acquisition of Chant West, a superannuation, data, and technology business.

We have further strengthened our presence by becoming part of FE fundinfo, a global leader in investment fund data and technology. By making our industry Better Connected and Better Informed, we support investment decisions worldwide.

Job Title: Marketing & Office Administrator

This role sits at the heart of our operations, ensuring seamless office coordination and creating polished professional documents and presentations that make an impact. As a proactive, detail-oriented individual, you will play a crucial role in both operational efficiency and brand presence.

  • Prepare and format client presentations, proposals, tender documents, sector reports, and corporate materials to brand guidelines, ensuring accuracy.
  • Manage template masters (Word), maintain an inventory of sales materials, and coordinate the creation of new materials as needed.
  • Assist with inbound call overflow and provide administrative support, including booking travel and updating internal registers.
  • Collaborate with marketing on sales campaigns, update the client management database, and set up campaigns in HubSpot (prior knowledge not essential).
  • Complete design tasks using Adobe Creative Suite (InDesign, Photoshop) and create/edit PowerPoint templates per brand guidelines.
  • Coordinate state-based events, maintain the team's communications calendar, and assist with sending client releases and internal communications.
About You

To be successful in this role, you must possess:

  • A strong attention to detail, including exceptional formatting and design experience.
  • Organisation and prioritisation skills are essential.
  • Excellent written and verbal communication skills.
  • Proficient skills using the Microsoft 365 suite and Adobe Creative Suite (InDesign and Photoshop) or Canva experience is highly desirable.
  • You will be a team player – we value collaboration.
  • You must possess a can-do attitude; this attribute is indispensable.
  • You enjoy coming into office and interacting with clients and colleagues.
About the Role

This opportunity offers:

  • The chance to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally.
  • A pleasant, ambitious, and professional working climate with good opportunities for further development.
  • A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry.
  • Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences.
  • Eligibility of discretionary bonus.
  • 4 days study leave per annum.
  • $4,000 p.a. study allowance paid for successful completion of approved courses.
  • A range of wellbeing offerings and discounts on everyday spending.
  • Flexible work options under our Versatile Work Practices.

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