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Account Manager

Date: 29-Jul-2022

Location: Melbourne, VIC, AU, 3000

Company: Australian Unity

Join us and let’s make a bigger difference together.


It’s an exciting time to be joining Australian Unity – we have grown significantly over recent years and are transforming to capitalise on further growth opportunities to help our customers and employees thrive. We operate with commercial principles and with a strong social purpose to create community value. Australian Unity is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.


Established in 1840, we’re Australia’s first member-owned wellbeing company. Today we have over $1 billion in revenue and provide smart solutions and services to more than 700,000 Australians. We employ over 7000 people and our purpose is to Help People to Thrive.


Your New Role:


The Account Managers are responsible for the overall health of a portfolio of client accounts, including budget development, implementation and maintenance; asset identification and collection and client file management.


Account Managers have direct interaction with clients, including the provision of client facing administration services, management of transactional requests and associated collaboration with SMEs / stakeholders during the decision making process. They complete ongoing file maintenance; action the onboarding and finalisation of Trustee clients; along with the day-to-day approval of ad hoc client requests.


Together with the Client Management team, the Account Management team form a dedicated client team, providing traditional Trustee services to persons throughout Australia.


Your New Role Looks Like This:


  • Contribute to and attend (as required) client meetings as scheduled by the Client Manager
  • Work collaboratively with members of the Client Management team, particularly with regard to the annual Client Review process and the completion of the annual budget/investment review
  • Ensure files notes are completed for all client meetings and discussions and stored appropriately on the client file, including documentation of the internal decision making process undertaken for significant disbursements
  • Responsibility for decisions made on behalf of clients, including ensuring they are in line with Delegations Framework and all relevant SMEs are consulted as part of the decision making process, as required
  • Where possible consult the client and their circle of support to gain information to assist in decision making
  • Work collaboratively with Client Manager to ensure the client’s financial position is considered as part of the decision making process and budget reviews occur as required
  • Responsibility for ensuring appropriate structures are implemented to protect client assets, including adequate and appropriate insurance
  • Responsibility for budget creation and ongoing management, taking into consideration individual circumstances, needs and objectives


About You:


  • A relevant degree preferred, with experience within a Trustee business
  • An excellent knowledge of client administration
  • Strong communication skills and the ability to cultivate productive and effective relationships
  • Sound understanding of financial principles, including investment approaches and asset classes
  • Thorough knowledge of relevant legislation, including the Guardianship and Administration Act 2019; Administration and Probate Act 1958 and the Privacy Act.


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

  • Competitive Remuneration and Incentive Program
  • A range of attractive product and service discounts from Australian Unity’s Retail and Wealth Management portfolio – including health insurance and banking products
  • Supported Learning and Career Development program
  • Flexible Working Arrangements including Work-From-Home days with a real work-life balance
  • Available access to LinkedIn Learning courses through our great Learning platform
  • Additional paid Wellbeing and Community Volunteer Days yearly



What Makes Us, Us


Putting people first is not just something we say, it's what we do. We care for our people so they can care for themselves and our customers. We stay true to our values (Bold, Warm, Honest), we work hard because it matters and we work well together – collaborating, encouraging and even managing to have some fun.


At Australian Unity we do the right thing and we expect the same from others. Being a member-owned company, means we're focused on our members and customers, not shareholder returns. Our purpose to Help People to Thrive, drives us to make a real difference, every day, big and small. We are passionate about improving the wellbeing of all Australians and about making a positive difference.


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.