About the role

Investor Services Associate at Australian Unity. This position is a six-month secondment chance within our organization. The role focuses on providing support in investor services, contributing to our mission of enhancing the wellbeing of our community.

Key facts

- Location: Melbourne CBD, Melbourne
- Engagement: Contract
- Team: Not specified

What you'll do

- Assist in managing investor inquiries and processing transactions efficiently.
- Collaborate with team members to ensure compliance with regulatory requirements and enhance service delivery.

Requirements

- A minimum of 2 years of experience in investor services or a related field.
- Strong understanding of financial products and services.
- Excellent communication and interpersonal skills.




- Proficiency in Microsoft Office Suite and experience with CRM systems.

Nice to have

- Previous experience in a financial services environment.
- Relevant qualifications in finance or business.

Skills & tools

- Familiarity with investment platforms and reporting tools.
- Ability to analyze data and generate reports.

Practical notes

- Applications will be accepted until 28 July 2026.
- Visa sponsorship is not available for this position.
- Benefits include access to employee wellness programs and professional development opportunities.

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📌 Investor Services Associate (Melbourne)
🏢 Australian Unity
📍 Melbourne