Investor Services Officer
4 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
The primary responsibility of this role is to provide exceptional customer service in all dealings with investors, advisers, and other professionals. This role is multifaceted in nature, where the daily workload will consist of both incoming calls and administration duties. Additionally, this role will assist and support other internal teams such as the Sales Desk and Business Development Managers.
Key Responsibilities
- Inbound and outbound calls dealing with investors, advisers and other professionals
- Opening of new Investor, Dealer Group and Financial Planner accounts
- Maintenance of existing accounts
- Preparation of daily banking/cheque processing
- Processing of deceased estate accounts, redemption payments and client transfers
- Responding to enquiries from the investor services mailbox
- Weekly and monthly reporting
- Generation of Supplementary Product Disclosure Statements (SPDSs)
- KYC/AML/CTR and Suspicious Matters reporting
About You
- A minimum of two years' experience in an administration role or similar within Financial Services
- Tertiary qualification in economics, commerce or business will be highly regarded
- Strong organisational, prioritisation and time management skills
- Excellent administration skills along with a high attention to detail
- Strong written and verbal communication skills
- Ability to work autonomously as well as in a team environment to meet group deadlines
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 here 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, only shortlisted applicants will be contacted.
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