Rory Teahen Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Australia

• Actioning and assisting the Investor Teams emails, applications and team statistics on a daily basis.• Opening and crosschecking new accounts following AML guidelines. • Assisting with banking and transactional movements for Investor accounts. • Testing, implementing & updating the online platform- La Trobe Direct.• Creating and submitting SPDS requests for Investors, Authorised Representatives and Financial Advisers.• Speaking with potential investors who wish to invest in the fund, as well as sending out information to them about their accounts.

Melbourne, Australia

• Assisting with Broker and Borrower enquiries • Dealing with bookings of Mortgage discharge, settlement and to assist solicitors of borrowers/broker requests • Assisting with updates of payout figures, arrears and mortgage help (if required)• Assist with the Audit and Financial team to locate any inconsistencies, potential fraudulent, or incorrect payments.

Melbourne, Australia

La Trobe Financial is a credit specialist Funds Manager and has been a proven and trusted investment partner for institutional and retail investors since 1952. As an Wealth Account Manager I assist La Trobe Financial build its retail footprint, providing superior service to our ever growing retail investor base and assisting our Authorised Representatives spread out across the country.

Melbourne, Australia

Escalation point of contact for complex customer enquiries including complaints, fraud cases as well as issues with online banking portalsEnsure all calls are resolved in an efficient and professional mannerLiaise with other departments to rectify problemsMentor and coach colleagues, assisting them with queries received as well as best practice processes to ensure SLA’s are maintained Achieve and maintain daily and monthly stats. These included monitoring your own Average call Handling Time, Sales referrals (promoting Superannuation and Income protection) and meeting Adherence (which is the percentage of the time you spend on call)Submit and resolve case managements for customers, for cases that cannot be finished or completed on call within SLA. Engage and motivate team/organise team outings.