Description:
Are you passionate about delivering exceptional service and eager to advance your career in the financial services industry? Join us as an Investor Services Representative and become part of a team that values your growth, supports your ambitions, and empowers you to make a difference.
About Us:
At KeyInvest, we’ve been a trusted name in financial services since 1878. We specialise in providing tax-effective wealth management solutions that empower Australians to secure their financial future. Our supportive and innovative culture is built on delivering exceptional service, fostering growth, and making a positive impact on the lives of our members.
The Opportunity:
As an Investor Services Representative, you will be at the heart of our operations, supporting prospective and current members, financial advisers, funeral directors, and dealer groups. You’ll provide professional, accurate, and compassionate service while building valuable skills and advancing your career in a supportive and collaborative environment.
Key Responsibilities:
Investor Services:
- Begin by processing client information and responding to general inquiries, with the opportunity to grow into handling more complex communications.
- Provide timely, accurate responses to clients, financial advisers, and dealer groups.
- Collaborate with executors, solicitors, and funeral directors, with the full support of your manager.
Daily Operations:
- Start with essential administrative tasks like data entry, scanning, and filing.
- Progress to processing new business, switches, redemptions, and deceased estates, with training and guidance.
- Take on monthly tasks and financial reporting as you build confidence and expertise.
Business Support:
- Work collaboratively with your team to support sales initiatives and improve client experiences.
- Assist on ad hoc projects from the Senior Manager, Investor Services, and contribute ideas for process improvements.
What You Bring:
- Strong customer service and administrative skills.
- Experience in financial services is desirable, but we welcome those eager to learn.
- Proficiency in Microsoft Office and attention to detail.
- Excellent communication skills and a calm, solution-focused approach under pressure.
- A high degree of professionalism and a team-oriented mindset.
Qualifications:
• RG146 training is highly desirable, but we will support you in completing this if needed.
• A satisfactory Police Check is required.
What you will get from us
- When you join KeyInvest you’ll get to work with dedicated and passionate staff in the Financial Services Industry.
- Working alongside highly professional and experienced colleagues from a variety of professions, you’ll have access to an extensive knowledge base and development opportunities, giving you the chance to fuel your professional growth, expand your skills, and provide the highest quality to our investors.
- You’ll also have access to an additional day of paid birthday leave, employee wellbeing initiatives, modern facilities, and a supportive executive team.
- Everyday you’ll learn something new, and you’ll be connected to an innovative and like-minded group of people.
At KeyInvest, you’re more than just an employee—you’re part of a family. We’re dedicated to helping you grow your career in an environment that celebrates teamwork, innovation, and client success. Your journey starts here.