At a Glance
- Tasks: Support investors and advisers with personalised service through email and phone enquiries.
- Company: Fast-growing fund administration business focused on quality and ownership.
- Benefits: Hybrid work, competitive salary, development support, and additional leave benefits.
- Other info: Great opportunity for career growth in a modern, tech-led environment.
- Why this job: Join a close-knit team and make a real impact in investor services.
- Qualifications: Experience in investor services or funds, strong communication skills, and attention to detail.
The predicted salary is between 65000 - 75000 $ per year.
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.
- 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
Investor Services Associate in Sydney employer: Keegan Adams Recruitment
Join a dynamic and forward-thinking Private Wealth firm that prioritises employee growth and development, offering a unique opportunity to shape the FP&A function while working closely with the executive team. With a strong emphasis on collaboration and innovation, this role not only provides significant exposure to senior leadership but also encourages a culture of continuous improvement and strategic influence. Enjoy a supportive work environment that values your insights and contributions, making it an excellent place for professionals seeking meaningful and rewarding employment.
