Investment Operations | Family Office

Keegan Adams Recruitment; Sydney; On-site; AUD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic individual to join their small team of investment professionals. This role focuses on investment administration and operations within a boutique advisory firm that prides itself on providing bespoke financial advice. The successful candidate will thrive in a fast-paced environment, demonstrating excellent client service and attention to detail. With on-the-job training and access to educational tools, this is an exciting opportunity for someone looking to grow their career in financial services. Join a supportive team in a vibrant city center office and take the next step in your professional journey.

Qualifications

• Experience in investment administration or operations is essential.
• Strong attention to detail and excellent client service skills required.

Responsibilities

• Prepare investment applications, redemptions, and transfers for clients.
• Administer 'Know Your Client' processes for investment purposes.
• Liaise professionally with clients, advisers, and fund managers.

Skills

Investment Administration

Client Service

Stakeholder Management

Attention to Detail

Communication Skills

Fast Learning

Time Management

Confidentiality

Tools

Microsoft Office Suite

Job description

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This Boutique family office is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice. They go beyond traditional financial advisory and wealth management, and pride themselves on being strategists, advisors, creative investors, and risk managers.

An opportunity has arisen for a dynamic individual to join a small team of investment professionals operating in the wholesale/high net wealth sector.

We are looking for an individual experienced in investment administration/operations, ideally with a working knowledge of the AML/CTF environment. A ‘can do’ attitude is essential.

About you

To be successful in this role, you will:

• Have relevant work experience within Financial Services/Funds Management;
• Have a firm interest in investment administration / investment operations;
• Be highly motivated by providing excellent client service through stakeholder management;
• Have a strong attention to detail, including with respect to numerical data;
• Be an excellent communicator with people at all levels;
• Be quick to learn and apply new concepts;
• Be comfortable working in a fast-paced environment;
• Be able to prioritize competing tasks and work to deadlines;
• Be equally able to work independently or as part of a cohesive team;
• Be discerning and discreet with confidential client information.

Functions of the role include, but are not limited to:

• Preparation of investment applications, redemptions, and transfers on behalf of clients;
• Administration of ‘Know Your Client’ / ‘KYC’ for investment purposes;
• Assistance with clients’ personal banking;
• Professional liaison with advisers, clients, fund managers, and registries;
• Responding to investor administration queries in a timely manner;
• Interaction with online investment portals;
• Other general client-related administration and project work.

Technical skills include:

Essential: Financial markets and/or investment administration experience.

Essential: Competence with Microsoft Office suite (Word, Excel).

Advantageous: Experience in wholesale investment operations and/or family office investment environment.

The successful candidate will receive on-the-job training and access to a range of educational tools and programs to assist in further career development.

In return, you will work with an amazing team who are truly supportive of career growth and training, in amazing offices situated in the city center, with a competitive salary.

If this is the role you're looking for, I am interested in interviewing immediately. Please call Rosie Keegan on [phone] or send your cover letter and resume via the 'APPLY' link on this website.

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