Six ParkSimply Smarter Investing
About the business
Six Park is the leading robo-advisor in Australia. More specifically, we’re a professional online investment management service overseen by some of Australia’s best investment managers including two founding members of the Future Fund, as well as former Federal Minister for Finance Lindsay Tanner. Six Park clients include individuals, self-managed super funds and corporate/family trusts.
Six Park is a rapidly growing business in an exciting and dynamic industry. Six Park is a leader within the Australian fintech landscape and our office is in Bourke Street in Melbourne (just next to Southern Cross train station).
About the role
Manage the daily operations of the business, including the CRM system and ancillary support systems.
On-boarding clients through a combination of a highly automated process and manual touch points.
Have continual oversight of the automated communication process with clients.
Communicate with clients and troubleshoot issues when required.
Monitor daily trades and the rebalance of clients’ accounts when necessary.
Own the daily reconciliation process and fulfill billing orders.
Evaluate and integrate systems, tools and processes that streamline daily operations throughout the Six Park business.
Identify potential friction points in business processes as well as opportunities to improve efficiency and communicate these with the Six Park team.
Benefits and perks
We offer a modern, dynamic environment in one of Melbourne’s most popular co-working spaces, Hub Southern Cross. You’ll have opportunities for professional development and work as part of a highly motivated team with a strong shared vision of changing the financial landscape in Australia and helping people achieve their lifetime ambitions through better financial management. Six Park is committed to actively building positive team culture; we value work-life balance and support flexible work arrangements for employees.
Skills and experience
Must have DFP/RG146 qualification
3+ years’ experience in the finance sector
Exemplary communication skills
Tertiary qualification in management, accounting, economics or business-related field preferred