Australian Ethical Investment

Client Services Representative

• Deliver an outstanding customer experience by providing customers with information regarding their superannuation and managed fund products via inbound and outbound phone calls
• Actively manage the customer inbox, to ensure all enquiries are responded to in a timely, and professional manner
• Maintain an in-depth understanding of Australian Ethical’s suite of managed fund and superannuation products and knowledge of legislation, policies, and procedures
• Liaise with our (outsourced) administration providers to ensure excellent service levels at their end are consistently being maintained
• Actively look for opportunities to engage new and existing members, and empower them to take control of their super

Client Service Officer

Executive Assistant

• Providing senior‑level support to the CEO, COO and ELT, including:
• · Complex calendar and email management
• · Strategic prioritisation and time optimisation
• · Preparation of presentations, board/ELT papers, reports and correspondence
• · Monitoring, reporting and driving progress on ELT/SLT OKRs
• · Time and workflow optimisation
• · Acting as a trusted liaison between senior leaders and internal/external stakeholders
• · Ensuring executive communications are professional, timely, and aligned with organisational messaging
• · Anticipating business rhythms, pressure points and stakeholder needs to proactively manage competing priorities
• Leading, mentoring and developing a team of Executive Assistants/Support staff
• Monitoring team workload to ensure balanced, effective executive support coverage
• Establishing service standards, workflows and best‑practice processes for executive support
• Providing coaching, feedback and performance management
• Driving continuous improvement in administrative systems, documentation and executive processes
• Building a high‑performing, collaborative team culture aligned with our values

Lead Executive Assistant

Manager

• Confidently develop and implement strategies to improve the returns and risk management of the multi asset funds, to improve client returns and researcher ratings
• Provide investment recommendations, ensuring they’re effectively implemented and assist in oversight of the multi-asset team
• Comfortable presenting to investment committees and clients to gain support for our multi-asset portfolios and the broader investment capabilities of Australian ethical
• Drive the active asset allocation process, including implementation and with a focus on process enhancement to generate performance and improve client outcomes
• Work collaboratively with the Head of Multi-Asset to implement the investment philosophy and approach in building investment capabilities
• Work collaboratively with AE investment teams to manage portfolios with a focus on commercial outcomes
• Work with the Investment Leadership team, including the CIO, to assist in strategic projects to develop Australian Ethical’s investment management capacity and capabilities as relevant
• Continual improvement of communication materials across internal teams, Investment Committees, the Board, as well as external clients and stakeholders
• Take a leading role in strategy research and implementation as required across public markets
• In collaboration with Sales & Marketing functions, represent the investment team as appropriate to clients, planners and ratings agencies/research houses
• Inform and educate the wider team on portfolio issues
• Recommend and stress test portfolio positioning decisions and the application/development of appropriate risk management tools to assess appropriateness
• Enhancement of the Portfolio Design and modelling processes

Senior Portfolio Manager

Performance Marketing

• Build, manage and optimise campaigns across Google, SA360, DV360, Meta, LinkedIn and other digital channels.
• Actively test audiences, creatives, bids and formats to improve efficiency (CPA, CPL, ROAS).
• Monitor pacing, budgets and funnel performance to hit growth targets.
• Manage AdTech configuration and integrations.
• Configure and deploy A/B and multivariate tests across digital platforms.
• Use GA4 and platform data to understand journeys, drop-offs and opportunities.
• Create and maintain dashboards (e.g. Looker Studio / Power BI).
• Turn numbers into clear insights and recommendations - not just reports.
• Support campaign experiments and share learnings across the team.
• Implement multi-touch attribution models, incrementality experiments, and funnel analysis with support from agency.

Client Service Officer

Lead Executive Assistant

Senior Portfolio Manager

Performance Marketing Specialist