Investor Operations Officer
2 days ago
About La Trobe Financial
La Trobe Financial is Australia's leading alternative asset manager, helping Australians build better futures for over 70 years. With $21 billion in assets under management and the trust of 120,000 customers, we've grown through a commitment to service, innovation, and putting people first.
We don't just deliver retirement income – we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.
Build your future with us.
The Opportunity
As an Investor Operations Officer you will be responsible for processing investment movements and reconciliations. You will be expected to have strong administration skills with a high level of attention to detail. The ability to self-manage is integral to the role, as is the ability to manage your workload. You must also demonstrate excellent customer service skills as there is an element of communication with investors and internal stakeholders.
Key Responsibilities
- Reconciling and allocation of all Fund bank account transactions
- Processing of interest payments, investment redemptions and transfers
- Reconciling electronic fund transfers
- Projection of cash movements and redemptions
- Managing the Select Investment product offering including official communication to investors regarding the status of their investment
- Processing interest rate changes, interest allocations, loan discharges and repayments to investors.
About You
This role requires high attention to detail, excellent verbal and communication skills and the ability to learn new systems is a must We are looking for a motivated individual that possesses:
- Excellent organisational, prioritisation and time management skills
- The ability to work autonomously and in a team environment
- Proven ability to work under pressure and meet/exceed KPIs
- Demonstrated computer literacy, problem solving, mathematical and numeracy skills
- Experience in Microsoft Office Suite products (Excel and Word)
- Previous experience in Financial Services with accounting knowledge is preferred and will be highly advantageous for this role.
Employee Benefits
We're all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working with us even better:
- Celebrate your birthday – with a paid day off, just for you
- Give back – with paid volunteer days to support causes you care about;
- More time for you – purchase additional annual leave when you need it;
- Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
- Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club
- Wellbeing first – access to our Employee Assistance Program (EAP);
- Keep growing – with ongoing training and development opportunities;
- Unforgettable socials – from team events to celebrations you'll actually want to attend and
- Retail therapy – enjoy discounts through Reward Gateway.
Diversity & Inclusion
We're committed to creating a workplace where everyone feels respected, valued, and safe. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we're here to help.
Please note that only shortlisted candidates will be contacted.
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