Investor Response Specialist

Talent Connect Australia; Sydney; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

5 weeks leave after 2 years

6 weeks after 3 years

Premium Sydney CBD office

New Surface Pro laptop

Extended parental leave

Job summary

Talent Connect Australia is seeking an Investor Experience professional to be the first point of contact for investors and financial advisers. You will resolve queries, route complex requests, and support onboarding and documentation while reporting to the Head of Investor Experience.

Join a well-funded, high-growth business with a modern Sydney CBD office and a strong focus on client service. Applicants must have full working rights in Australia.

Qualifications

• Background in unit registry, fund admin, investor services, or FS operations.
• Clear, professional written communication.
• Organised and detail-focused in a busy inbox.
• Calm, client-focused approach under pressure.
• Bonus: knowledge of unit trusts, funds, or registry/CRM tools.

Responsibilities

• Respond to investor and adviser queries by email and other channels.
• Triage requests: resolve simple ones, route complex ones with context.
• Manage and prioritise the investor communications queue.
• Support onboarding, documentation and application queries.
• Prepare distribution notices, statements and fund updates.

Skills

Unit registry

Fund admin

Investor services

FS ops

Written comms

Organised detail

Calm under pressure

CRM tools

Job description

About the role

Be the first point of contact for investors and financial advisers across a growing portfolio of client funds. You’ll resolve queries, route complex requests to the right team and keep communication sharp. You’ll report to the Head of Investor Experience.

Benefits

• Join a well-funded, high-growth business with real visibility
• 5 weeks’ leave after 2 years, 6 weeks after 3 years
• Premium Sydney CBD office with a modern fit-out
• New Surface Pro laptop and dual-monitor setup
• Extended parental leave

Duties

• Respond to investor and adviser queries by email and other channels
• Triage requests: resolve the simple ones, route complex ones with context
• Manage and prioritise the investor communications queue
• Support onboarding, documentation and application queries
• Prepare distribution notices, statements and fund updates

Skills & experience

• Background in unit registry, fund admin, investor services or FS ops
• Clear, professional written communication
• Organised and detail-focused, with no dropped balls in a busy inbox
• Calm, client-focused approach under pressure
• Bonus: knowledge of unit trusts, managed funds or registry/CRM tools

Early in your career with the right foundation? We’d still love to hear from you.

About the company

Our client is an AI-native fund administration platform for private markets. It replaces legacy systems with modern software and integrated services. In just over two years it has grown to support hundreds of funds and tens of thousands of investors, and it is now scaling globally.

Applicants must have full working rights in Australia.