Investor Services Associate

Keegan Adams Recruitment; Sydney; Híbrido; AUD 65.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work

Development support

Additional leave benefits

Descripción de la vacante

Keegan Adams Recruitment is seeking a candidate for a role supporting investors and financial advisers across a portfolio of investment funds in a smaller, more personal environment. You will handle email and phone enquiries with a focus on quality service and timely resolution.

You’ll contribute to investor applications, onboarding, AML/KYC, and maintain accurate registry data while collaborating with internal teams. This is a hybrid Sydney-based position with career growth prospects.

Formación

• Some exposure to registry, investor services or funds would be highly regarded.
• Strong written and verbal communication skills.
• Excellent attention to detail.
• Confidence communicating with investors and advisers.
• A calm, professional and helpful approach.
• Good organisation and follow-through.
• A genuine interest in developing your career in financial services.

Responsabilidades

• Responding to investor and adviser enquiries via email and phone.
• Managing enquiries from initial request through to resolution.
• Supporting investor applications and onboarding.
• Assisting with AML/KYC and documentation requirements.
• Maintaining accurate investor and registry information.
• Supporting investor transactions and communications.
• Working closely with internal registry and fund administration teams.

Conocimientos

Communication

Attention to detail

Organisation

Investor services understanding

Descripción del empleo

Enjoy Investor Services but ready to leave the high-volume environment behind?

This is an opportunity to join a fast-growing fund administration business where Investor Services is focused on quality and ownership rather than call volumes and clearing queues.

You’ll support investors and financial advisers across a portfolio of investment funds, managing a mix of email and phone enquiries. Volumes are relatively low, giving you the time to understand requests, provide a professional service and see enquiries through to resolution.
We’d particularly like to hear from people currently working in Investor Services, Registry, Unit Registry or funds-based Client Services who enjoy working with investors but would prefer a smaller, more personal environment.

Why make the move?

Less volume, more ownership.
Move away from large queues and repetitive enquiries into a role where you have the time to provide a quality investor experience.
A more personal environment.
Work as part of a close-knit local team where you’ll know the funds you support and build stronger relationships with the people around you.
Modern technology.
Join a technology-led fund administrator using modern systems to reduce repetitive manual work and make investor servicing easier.
A growing business with great benefits.
Hybrid working, development support, additional leave benefits and the opportunity to grow with an expanding funds business.

What you’ll be doing:

• Responding to investor and adviser enquiries via email and phone
• Managing enquiries from initial request through to resolution
• Supporting investor applications and onboarding
• Assisting with AML/KYC and documentation requirements
• Maintaining accurate investor and registry information
• Supporting investor transactions and communications
• Working closely with internal registry and fund administration teams

Enjoy Investor Services but ready to leave the high-volume environment behind?

This is an opportunity to join a fast-growing fund administration business where Investor Services is focused on quality and ownership rather than call volumes and clearing queues.

You’ll support investors and financial advisers across a portfolio of investment funds, managing a mix of email and phone enquiries. Volumes are relatively low, giving you the time to understand requests, provide a professional service and see enquiries through to resolution.
We’d particularly like to hear from people currently working in Investor Services, Registry, Unit Registry or funds-based Client Services who enjoy working with investors but would prefer a smaller, more personal environment.

Why make the move?

Less volume, more ownership.
Move away from large queues and repetitive enquiries into a role where you have the time to provide a quality investor experience.
A more personal environment.
Work as part of a close-knit local team where you’ll know the funds you support and build stronger relationships with the people around you.
Modern technology.
Join a technology-led fund administrator using modern systems to reduce repetitive manual work and make investor servicing easier.
A growing business with great benefits.
Hybrid working, development support, additional leave benefits and the opportunity to grow with an expanding funds business.

What you’ll be doing:

• Responding to investor and adviser enquiries via email and phone
• Managing enquiries from initial request through to resolution
• Supporting investor applications and onboarding
• Assisting with AML/KYC and documentation requirements
• Maintaining accurate investor and registry information
• Supporting investor transactions and communications
• Working closely with internal registry and fund administration teams

What we’re looking for:

Some previous exposure to registry, investor services or funds would be highly regarded.
You’ll also bring:

• Strong written and verbal communication skills
• Excellent attention to detail
• Confidence communicating with investors and advisers
• A calm, professional and helpful approach
• Good organisation and follow-through
• A genuine interest in developing your career in financial services

This could be a particularly good move if you’re early in your funds career and have gained experience in a larger registry or high-volume investor services environment, but are now looking for something more personal and less transactional.

Salary: $65,000–$75,000 + super
Location: Sydney CBD
Hybrid: 1 day working from home per week