Fund Operations and Investor Services Officer
- Upto$120,000+Super|Initial6monthFTCwithaviewtoextend
- Industryleadersinproperty-relatedprojectsandinvestmentfunds
- Upto$120,000+Super|Initial6monthFTCwithaviewtoextend
- Industryleadersinproperty-relatedprojectsandinvestmentfunds
- NorwestBusinessParklocation–easyaccesstoMetro
Ourclientisafast growingfinancialservicesbusinessspecialisingincapitalraisingandreal estate development investments,withareputationfordeliveringstrongreturnstoinvestors through atransparent,compliant,andvalue-drivenapproach.
WeareseekingadetailorientedandmotivatedFundOperations&
InvestorServicesOfficertojoinonaninitial6-monthfixed-termcontract,withpotentialforextension.
ThisisagreatopportunityforsomeonewithstronganalyticalandExcelskills
lookingtobuildortransitionintofundsmanagement. Whilstpriorfund
experienceisanicetohavebutnotessential,transferableskillsandadesireto learnare key.
KeyResponsibilities
- Manageinvestoronboarding,includingapplicationprocessing,KYC/ AMLchecks,andrecordmaintenance
- Processtransactionssuchassubscriptions,distributions,and redemptions
- Supportinvestorqueriesviaphoneandemailwithclear,professional communication
- Prepareinvestorreports,statements,andfunddocumentation
- Assistwithreconciliations,fundoperations,andreportingactivities
- Maintainaccuratedata,tracktasks,andsupportprocessimprovement
About
- YouStrongExcelskills(PivotTables,lookups,dataanalysis)
- Highattentiontodetailandstrongnumericalability
- Clearandprofessionalcommunicationskills
- Well-organisedwiththeabilitytomanagemultiplepriorities
- Experienceinaprocess-drivenenvironment(e.g.banking,accounting,superannuation, propertyorlegaladmin)
- Abletolearnquicklyandworkindependently
WhyApply?
- Entrypointintofundsmanagementwithfulltrainingprovided
- Broadexposuretofundoperations,investorservices,andreporting
- Collaborativeandgrowingbusinessofferingagreatteamculture
- Potentialforcontractextensionorpermanentopportunity
Whatnext
Applications will be reviewed for this role and only suitable applicants will be contacted. We also encourage you to visit our website and create a job alert that will immediately flag you when new opportunities appear https://www.alexanderappointments.com.au/job-alerts
Fund Operations and Investor Services Officer employer: Alexander Appointments
Join a global leader in freight forwarding and logistics solutions, where you will find a rewarding work culture that celebrates success and fosters personal and professional growth. With ongoing training, mentorship from strong leaders, and a clear path for career progression, this company offers an exciting opportunity to thrive in the Melbourne territory while enjoying competitive compensation and an attractive bonus structure.
