Senior Investment Officer

Description:

Join the Investment Operations team supporting ethical investment decisions for customers with complex financial needs. As a Senior Investment Officer, you’ll implement investment strategies and ensure compliance with internal policies and stakeholder agreements. You'll maintain task and information systems, support investment operations, and contribute to a team that values accountability, integrity, and service excellence.

About The Role

The Investment Operations Team provides office support to Trust Officers through the management of investment-related systems, stakeholder management and financial planning outcomes. The Investment Operations Team ensures that investment decisions made on behalf of our customers are sound, compliant, and in line with their best interests.

As a Senior Investment Officer, your work will support the investment operations for customers of the Queensland Public Trustee (QPT). You'll be responsible for implementing recommendations outlined in Statements of Advice and managing the end-to-end administration of investment activities. Your attention to detail, understanding of financial systems, and commitment to service quality will help ensure customers' assets are managed effectively.

This is an exciting temporary full-time opportunity from 9 July 2025 up to 31 July 2026 based in our Brisbane CBD location. Please download the role description for more information.

About You

You are methodical, organised, and comfortable navigating policy and processes to deliver consistent outcomes. Your ability to manage competing priorities, apply good judgement, and maintain accurate records will be key to your success in this role.

The following attributes are essential to your success in this role:

• Strong attention to detail with the ability to accurately manage task workflows and maintain investment-related systems
• Demonstrated knowledge of financial planning principles and investment operations, including equities, registries, and platforms
• Excellent stakeholder management skills to ensure high-quality service delivery and compliance with service level agreements
• Proactive approach to implementing investment recommendations and adhering to approved policies, procedures, and guidelines
• Strong organisational and reporting skills, with the ability to maintain accurate records and contribute to annual investment reviews
  
  
  

What We Offer

• A fulfilling role where your skills directly impact lives
• Dynamic work environment with diverse responsibilities
• Opportunities for personal and professional growth
• Supportive culture prioritising employee mental health and wellbeing
  
  
  

Interested in applying?

Please Provide The Following Information

• Your current resume, including a comprehensive employment history and any relevant qualifications and professional certifications you hold.
• A cover letter (no more than two pages) outlining your motivation and ability that demonstrate the ‘Key capabilities' required to perform the ‘key responsibilities' of the role.
• Contact details for two referees. At least one referee should have a thorough knowledge of your conduct and performance within the previous two years. If you are a current or previous public sector employee, please nominate a referee who can report on your public sector employment.
• Details of any visa conditions if you are not an Australian citizen or do not have permanent residency status.
  
  
  

QPT is a value for money independent state trustee service dedicated to advancing and safeguarding the rights, interests and wishes of Queenslanders in need of financial management, trust and estate planning and administration support. We have been looking after Queenslanders and their families since 1916.

Occupational group Accounting and Finance