31 Jul
|
Alexander Appointments
|
Norwest
31 Jul
Alexander Appointments
Norwest
- Up to $120,000 Super | Initial 6 month FTC with a view to extend
- Industry leaders in property-related projects and investment funds
- Norwest Business Park location – easy access to Metro
Our client is a fast growing financial services business specialising in capital raising and real estate development investments, with a reputation for delivering strong returns to investors through a transparent, compliant, and value-driven approach.
We are seeking a detailoriented and motivated Fund Operations &
Investor Services Officer to join on an initial 6-month fixed-term contract, with potential for extension.
This is a great opportunity for someone with strong analytical and Excel skills looking to build or transition into funds management. Whilst prior fund experience is a nice to have but not essential, transferable skills and a desire to learn are key.
Key Responsibilities
- Manage investor onboarding, including application processing, KYC/ AML checks, and record maintenance
- Process transactions such as subscriptions, distributions, and redemptions
- Support investor queries via phone and email with clear, professional communication
- Prepare investor reports, statements, and fund documentation
- Assist with reconciliations, fund operations, and reporting activities
- Maintain accurate data, track tasks, and support process improvement
About
- You Strong Excel skills (PivotTables, lookups, data analysis)
- High attention to detail and strong numerical ability
- Clear and professional communication skills
- Well-organised with the ability to manage multiple priorities
- Experience in a process-driven environment (e.g. banking, accounting, superannuation, property or legal admin)
- Able to learn quickly and work independently
Why Apply?
- Entry point into funds management with full training provided
- Broad exposure to fund operations, investor services, and reporting
- Collaborative and growing business offering a excellent team culture
- Potential for contract extension or permanent opportunity
How to apply
Please apply by submitting your resume (in Word format) via the “Apply Now” tab to be considered for the role.
What next:
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 (Norwest)
🏢 Alexander Appointments
📍 Norwest