Investor Services Associate

About us 

Established in 1840, we are Australia’s first wellbeing company, delivering health, wealth and care services for our members and the community. 

As a social enterprise, we’re motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.                                                                       

For us, Real Wellbeing encompasses the whole experience of life. It’s about feeling supported in your health, connected with your community and empowered to live life on your terms.  

About the Opportunity: 

This role sits within Australian Unity’s market‑leading Real Estate Funds Management business and supports the Select Income Fund (SIF), a contributory mortgage fund servicing retail, wholesale and adviser‑led investors. 

We’re looking for an Investor Services Associate to join our market‑leading contributory mortgage investment fund on a 6-months fixed term contract. 

The role is responsible for owning and delivering high‑quality service to both existing and prospective investors and advisers, building strong client relationships while ensuring accurate and timely administrative and operational support. You’ll also develop a solid understanding of Australian Unity’s real estate investment products and their positioning in the market, enabling you to confidently support investor needs and contribute to positive client outcomes. 

This opportunity is suited to someone who enjoys being client‑facing, detail‑oriented, and hands‑on, with a genuine interest in investments, lending, and financial services. You will also support the strategic sales and marketing initiatives and assist in the preparation of high‑quality investor collateral, working closely with stakeholders across the Australian Unity business including Portfolio Management, Product, Marketing, Legal, Compliance, Operations, Distribution, and Finance. 

You will play an integral role in delivering an exceptional investor experience while supporting the smooth day‑to‑day operation of the fund. 

Key responsibilities include: 

• Act as the first point of contact for investors and advisers, delivering high‑quality service via phone and email
• Onboard new investors, coordinate investment transactions, and ongoing communications
• Supporting fund operations including cash allocations, loan matching, queues, and reporting
• Contributing to sales, marketing, and business development initiatives for the Select Income Fund
• Identifying opportunities to improve processes and enhance the overall investor experience
• Ensuring all activities are completed in line with governance, compliance, and risk requirements

About You 

You are a detail‑oriented and commercially minded professional with strong communication skills and experience working in investor‑facing or client service roles within financial services. 

You bring a proactive mindset, enjoy working with a range of stakeholders, and take pride in delivering accurate, timely work in a fast‑paced environment. An interest in real estate, funds management or investment products will see you thrive in this role. 

You will ideally have: 

• Experience in investor relations, sales support or client services
• Exposure to funds management, real estate lending or broader financial services
• Strong written and verbal communication skills
• High attention to detail with solid financial and analytical capability
• Proactive mindset with a focus on continuous improvement and collaboration
• Advanced Excel and data management skills
• RG146 (preferred) and a relevant tertiary qualification

Why Join Us?

You will enjoy a range of great employee benefits and rewards including: 

• Competitive salary + bonus program
• Enjoy additional yearly Well-Being and Community leave days
• 14-week paid parental leave, with equal benefit for both parents
• Employee Referral Program
• Employee Assistance Program – support and assistance for you and your partner at those times in life when you need it most
• Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
• Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more!
• Available access to LinkedIn Learning courses through our great Learning platform

 For further benefits visit: https://www.australianunity.com.au/careers/culture

Australian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.