Investor Services Officer

2 weeks ago

Melbourne, Victoria, Australia La Trobe Financial Services Pty Limited Full time $80,000 - $120,000 per year

About La Trobe Financial

Australia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney. For over 70 years, we have been trusted to deliver marketing leading returns and to provide financial solutions that make dreams into reality.

The Opportunity

The primary responsibility of this role will be to provide exceptional customer service in all dealings with investors, advisors, 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, advisors 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 one year experience in an administration or similar role within Financial Services
  • Tertiary qualification in economics, commerce or business 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.

Please note, only shortlisted applicants will be contacted.

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