Investor Services Officer

La Trobe Financial; Sydney; On-site; AUD 60,000 - 70,000; Full time

Benefits offered by this job

Paid birthday day off

Volunteer days

Additional annual leave

Parental leave (18 weeks)

Zoo and sports club memberships

Employee Assistance Program (EAP)

Training and development

Team events and celebrations

Discounts via Reward Gateway

Job summary

La Trobe Financial in Sydney seeks an experienced administrator to deliver exceptional customer service to investors and advisers. The role blends handling calls with a range of administrative duties and supports Sales Desk and Business Development Managers to ensure timely service delivery.

The successful candidate typically has two years in financial services administration, a relevant degree, and strong communication, organization, and teamwork skills.

Qualifications

• Minimum two years' experience in an administration role within Financial Services.
• Tertiary qualification in economics, commerce or business is highly regarded.
• Strong written and verbal communication skills.
• Ability to work autonomously as well as in a team environment to meet deadlines.

Responsibilities

• Handle inbound and outbound calls with investors, advisers and other professionals.
• Open new Investor, Dealer Group and Financial Planner accounts.
• Maintain existing accounts and perform daily banking/cheque processing.
• Process deceased estate accounts, redemption payments and client transfers.
• Respond to enquiries from the investor services mailbox.
• Weekly and monthly reporting; generate SPDSs and assist with KYC/AML/CTR reporting.

Skills

Organisational skills

Time management

Communication skills

Teamwork

Autonomy

Education

Tertiary qualification in economics, commerce or business

Job description

La Trobe Financial is Australia’s Global Investment Manager, helping Australians build better futures for over 70 years. With $26 billion in assets under management and the trust of 160,000 customers, we’ve grown through a commitment to service, innovation, and putting people first.

We don’t just deliver retirement income – we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.

Build your future with us.

The Opportunity

The primary responsibility of this role is to deliver exceptional customer service in all interactions with investors, advisers, and other professional stakeholders. This is a varied role that combines managing inbound calls with a range of administrative responsibilities.

The role also provides support to internal teams, including the Sales Desk and Business Development Managers, to ensure the efficient delivery of services and a positive customer experience.

Key Responsibilities

• Inbound and outbound calls dealing with investors, advisers 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

The successful applicant will ideally possess a minimum of two years' experience in an administration role or similar within Financial Services. Additional skills desired include:

Tertiary qualification in economics, commerce or business will be 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.

Diversity & Inclusion

We’re committed to creating a workplace where everyone feels respected, valued, and safe. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we’re here to help.

Please note, only shortlisted applicants will be contacted.