About the roleInvestor 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 factsLocation: Melbourne CBD, MelbourneEngagement: ContractTeam: Not specifiedWhat you'll doAssist in managing investor inquiries and processing transactions efficiently.Collaborate with team members to ensure compliance with regulatory requirements and enhance service delivery.RequirementsA 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 havePrevious experience in a financial services environment.Relevant qualifications in finance or business.Skills & toolsFamiliarity with investment platforms and reporting tools.Ability to analyze data and generate reports.Practical notesApplications will be accepted until 28 July ****.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