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,qualified 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 job-alerts

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📌 Fund Operations and Investor Services Officer (The Hills Shire)
🏢 Alexander Appointments
📍 The Hills Shire