At a Glance
- Tasks: Support investors and financial advisers with enquiries and maintain accurate registry data.
- Company: Keegan Adams Recruitment, offering a personal and supportive work environment.
- Benefits: Hybrid work model, career growth opportunities, and a focus on quality service.
- Other info: Exciting opportunity for growth in the finance sector.
- Why this job: Join a dynamic team and make a real difference in investor services.
- Qualifications: Strong communication skills and attention to detail required.
The predicted salary is between 49500 - 60500 $ per year.
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.
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Investor Services Specialist – Hybrid 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.
