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Sales Support Associate

Fisher Investments Australia Sydney, Australia

Overview

As a Sales Support Associate you will help develop Fisher Investments Australia®. You will exercise building relationships with and reporting to our Australian sales team, and you'll also expand your skillset through exposure to sales data requests. You will manage operations locally across many different functions and be a part of a collaborative team that will challenge you to grow and help build the foundation to launch your lifelong career with Fisher Investments.

You'll come in, master operational procedures, provide and guide feedback on process improvements and opportunities for efficiency gains, and start making your mark within your first six months.

The Day-to-Day:

  • Oversee the relationship with your assigned managing directors and salespeople
  • Assist Managing Directors and Senior Management with overseeing and recommending weekly lead assignment to ensure all leads created by Marketing are being allocated to the sales team
  • Provide operational support and training for all sales systems and sales related process to the sales team. For example, you will hold regular support calls with the assigned salespeople to ensure they understand how to use Fisher Investments systems to manage their leads
  • Analyze and coach salespeople on areas of opportunity to better use our systems
  • Use analysis to provide important support to sales and sales management teams

Your Qualifications:

  • A University degree or equivalent combination of education and experience
  • At least 1 year of experience in an operational or back-office capacity
  • Commitment to maintain quality of work while sticking to a timeline
  • The ability to identify discrepancies and areas for improvements, ask relevant questions, and enhance if/when needed
  • A desire to serve internal partners, improve processes, and troubleshoot issues
  • You are engaging and can connect with a wide array of audiences by phone and email

Why Fisher Investments Australia:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients' interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.

The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. You will be at the frontier of this expansion. You will join our Global workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.

Benefits:

  • Comprehensive healthcare plan, Complete Gold Hospital plus Business 80 plan through GU Health (Fisher pays the Base Tier subsidy based on your family status and location)
  • Superannuation, default fund CareSuper
  • 20 days of annual leave, plus bank holidays
  • Mental health and wellness tools including AXA Employee Assistance Programme and Ginger coaching services
  • Reimbursement for annual flu vaccination

Personal Information Collection Statement:

As part of recruiting and hiring employees, Fisher Investments Australasia Pty Ltd (ACN 159 670 667) collects personal information. This collection is authorized by and, in some cases, required by Australian law. We obtain personal information directly from individuals and from third parties, such as professional recruiters. An individual's personal information will be used and disclosed in accordance with this statement and our Privacy & Cookie Policy, available at https://www.fisherinvestments.com/en-au/privacy. Sensitive information, such as health or criminal information will only be collected with consent. In some cases, refusal to authorize the collection of sensitive information, such as through a background check, may impede the recruitment and hiring process, including potentially preventing employment. We disclose personal information to other parties in accordance with our Privacy & Cookie Policy. Some of these third parties are service providers located outside of Australia, including our parent company in the United States. Our Privacy & Cookie Policy contains information about how individuals may access and seek correction of their personal information, how individuals may complain about a breach of privacy, and how we will deal with that complaint.

FISHER INVESTMENTS AUSTRALIA IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312), which provides services to wholesale clients only and outsources portfolio management to its parent company, Fisher Investments. Investing in equities and other financial products involves the risk of loss.