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Banking & Financial Services Officer - 6 month contract

Date: 20-Jun-2022

Location: Melbourne, VIC, AU, 3000

Company: Australian Unity

What makes us, us


Established in 1840, we’re Australia’s first member-owned wellbeing company, delivering health, wealth and care services to more than 700,000 Australians. Today, while we’ve grown to a company of more than 7000 employees, our focus remains the same as it was 180 years ago — to deliver Real Wellbeing for our customers, members and the community.


We support your Real Wellbeing so you can better support our members’ and customers’ wellbeing journey


There are four key attributes that set us apart:


  • Good people: We strive to set ourselves apart through the capability, warmth and expertise of our people.
  • Wellbeing experts: Our breadth of capability enables us to provide smart solutions and services across all domains of wellbeing.
  • Long-term commitment: As a member-owned company, we’ve been focusing on long-term outcomes and single-minded dedication to our members and customers since 1840.
  • Driving positive impact: Everything we do is focused on making a positive difference at a personal, community and societal level.


These pillars are infused with our values of boldwarm and honest


Our opportunity


The Banking & Financial Services Officer joins our Banking & Financial Services Team to support the Australian Unity Trustees business to deliver Financial Administration, Estate Administration and Trust Administration services to its clients. As a member of the team, the Banking & Financial Services Officer undertakes a range of processes which are essential to ensuring that clients and third parties receive funds in an accurate and timely manner.


What you will do


Banking & financial services operations

  • Processing a high volume of invoices and ad-hoc payment requests,
  • Processing of medical claims on behalf of our clients
  • Perform accounts payable duties in accordance with cyclical calendar for processing supplier invoices, Process accounts and incoming payments in compliance with financial policies, and,
  • Prepare electronic funds transfers & trust account reconciliations


Client service and Stakeholder Management

  • Respond to supplier account queries and resolve any invoice discrepancies in a professional manner
  • Ensure provision of consistent experience and service standards for internal clients and stakeholders
  • Monitor the progress of requests for information and follow-up requests as required
  • Liaise with internal and external stakeholders effectively, building and maintaining positive relationships


What we are looking for


Fundamentally, we are searching for a professional who will join us in striving to live our values of bold, warm and honest, in everything we do.


Additionally we are also looking for;


  • Tertiary qualifications within Commerce or related discipline would be well regarded
  • An understanding of banking & financial services processes including invoicing, accounts payable and reconciliations is preferred
  • An understanding of financial administration and the Trustees industry is preferred
  • Experience managing stakeholder relationships and effectively operate to agreed deadlines
  • Proficiency in Microsoft Office, particularly Excel  


Our Benefits

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

  • Competitive Remuneration and variable bonus
  • A range of attractive product and service discounts from Australian Unity’s Retail and Wealth Management portfolio – including health insurance and banking products
  • 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 Volunteer leave days yearly


Where to from here?


Please contact Richard Maher, Talent Acquisition Practise Lead, for a confidential discussion or more details –

Please note that all Australian Unity employees must be fully vaccinated for COVID 19. 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.