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.
The Opportunity As part of the Asset Management division of La Trobe Financial, your primary responsibility will be to provide exceptional customer service and ensure that La Trobe Financials' standards are reflected in all dealings with investors, advisors, and other professionals. The ability to self-manage is integral to the role, as is the ability to manage your workload. You will also assist and support other internal teams such as the Sales Desk and Business Development Managers (BDMs). This is a hybrid role where your day to day workload will consist of both incoming calls and administration work.
The 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 accountsPreparation of daily banking/cheque processingProcessing of Deceased Estate accounts, redemption payments and client transfersResponding to enquiries from the Investor Services MailboxWeekly and monthly reportingGeneration of Supplementary Product Disclosure Statements (SPDSs)KYC/AML/CTR and Suspicious Matters reportingAbout You: A minimum of one year experience in an administration or similar role within Financial ServicesUnit Registry experience preferredTertiary qualification in economics, commerce or business highly regardedStrong organisational, prioritisation and time management skillsExcellent administration skills along with a high attention to detailStrong written and verbal communication skillsAbility to work autonomously as well as in a team environment to meet group deadlines.Employee Benefits Flexible working arrangements Paid Birthday LeavePaid volunteer days Ability to purchase additional Leave Employee Assistance Program (EAP)Training opportunities Social Events Retail discounts with Reward GatewayPlease note, only shortlisted applicants will be contacted.