Senior 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.

Your New Role Looks Like This:

As a Senior Investor Services Associate, you’ll be a key part of our Select Income Fund (SIF) team — a contributory mortgage fund that offers investors access to high-quality, income-producing assets. You’ll deliver an exceptional service experience to our existing and prospective investors while supporting day-to-day operations and helping the business grow.

You’ll build strong relationships with clients, advisers, and internal stakeholders, ensuring transactions run smoothly, communications are clear and timely, and processes continually improve. You’ll also have the chance to contribute to marketing initiatives and the strategic growth of the fund — making this a dynamic and well-rounded role for someone who enjoys both people and process.

Please note that this is an initial 6 month fixed term contract opportunity.

Key Responsibilities Include:

• Deliver exceptional first-line support to investors and advisers via phone and email
• Onboard new investors and coordinate investment of new and additional funds
• Oversee investor transactions — including deposits, redemptions, transfers, and maintenance requests
• Manage investor communications for loan repayments, variations, and construction updates
• Maintain accurate investor and loan records to support settlements, repayments, and drawdowns
• Partner with Distribution, Marketing, Product, and Operations teams to enhance the investor experience
• Prepare and reconcile investor and fund data for audits, reporting, and cash flow forecasting
• Contribute to business development activities by preparing materials, supporting meetings, and assisting with investor engagement
• Drive continuous improvement by recommending and implementing process enhancements
• Support key business projects, including testing and rollout of new systems or process upgrades

About You

You’re a proactive and organised professional who thrives in a collaborative environment. You have a keen eye for detail, strong communication skills, and a passion for delivering excellent customer service. Ideally, you’ll bring:

• RG146 Qualified (preferred)
• Experience in financial services, funds management, or investor relations
• Experience across Real Estate (lending) highly preferred
• Strong administrative and organisational skills
• Confidence working with data, systems, and processes
• The ability to build trusted relationships across teams and with external stakeholders
• A growth mindset and a drive to make things better for clients and colleagues

What’s on Offer:

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.