About the role
Investor Services Associate at Australian Unity. This position is a six-month secondment opportunity 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.
Robust 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 ****.
Visa sponsorship is not available for this position.
Advantages include access to employee wellness programs and professional development opportunities.
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📌 Investor Services Associate (Melbourne)
🏢 Australian Unity
📍 Melbourne