Investor Services Associate

Automic Group is Australia’s fastest growing share registry. We are on a journey to deliver an unrivalled experience that revolutionises share registry, governance and board management. We work with more than 1,000+ listed and unlisted companies, and we are the leading IPO provider in 2021, with 47% market share. Our culture is innately entrepreneurial, comprising of people who thrive in an atmosphere where ideas, actions and initiative are encouraged. Our core values of Team, Equality, Customer Success and Ambition are at the foundation of who we are and how we operate.

About the Role:

Due to continued growth, we have several new opportunities for Investor Services Associates in our Sydney office. Manage calls and queries from clients as part of a professional share registry contact centre; build financial markets knowledge and grow your career.  

You will be part of a dynamic and supportive Investor Services team, redefining the share registry experience for customers and showcasing the Automic difference. You will receive and manage administrative and service enquiries from shareholders and prepare for the busy annual AGM season.

Key Responsibilities:

• Handle investor enquiries by email, phone and mail correspondence, using a ticketing system to track queries
• Manage inbound and outbound investor communications
• Verify and assist with investor correspondence and instructions
• Audit and file all processed documentation
• Maintain a professional image for the business

About You:

To be successful:

• You will have an interest in financial markets, a passion for meeting customer needs and the ability to prioritise your work and meet deadlines
• You will be a quick and eager learner, collaborative by nature and work well in a team environment
• You’re resilient and enjoy taking ownership of your deliverables and supporting team success
• Excellent interpersonal and communication skills, particularly on the phone and via email
• MS Office skills 
• Tertiary education (degree), with Finance or Business degree preferred

Valued but not mandatory:

• Experience with a ticketing system (Zendesk or similar)
• Prior call centre or share registry experience
• General customer service experience or corporate work experience

What We Offer:

• A collaborative and supportive team culture
• A welcoming office located in the heart of the Sydney CBD, and a hybrid work environment
• Development and growth opportunities; we invest in, and back our own!
• Real opportunities to grow your career
• Competitive remuneration package for the right candidate

Closing Date:

Please be aware that if this opportunity becomes oversubscribed we will close applications before the stated deadline. We recommend you submit your application as early as possible. 

Note: Only applicants with work rights in Australia can be considered for this role. Preferred candidates will be required to undertake pre-employment screening, including reference checks, a National Police Check and an ID check. Automic Group collects and stores personal information for the purposes of recruitment and talent pooling – should you wish to have your information deleted from our systems, please make a request. See our Privacy Policy for further details on how Automic Group manages data.