Fund Operations and Investor Services OfficerUpto$120,000+Super|Initial6monthFTCwithaviewtoextendIndustryleadersinproperty-relatedprojectsandinvestmentfundsUpto$120,000+Super|Initial6monthFTCwithaviewtoextendIndustryleadersinproperty-relatedprojectsandinvestmentfundsNorwestBusinessParklocation–easyaccesstoMetroOurclientisafast growingfinancialservicesbusinessspecialisingincapitalraisingandreal estate development investments,withareputationfordeliveringstrongreturnstoinvestors through atransparent,compliant,andvalue-drivenapproach.WeareseekingadetailorientedandmotivatedFundOperations&InvestorServicesOfficertojoinonaninitial6-monthfixed-termcontract;,withpotentialforextension.ThisisagreatopportunityforsomeonewithstronganalyticalandExcelskillslookingtobuildortransitionintofundsmanagement.Whilstpriorfundexperienceisanicetohavebutnotessential,transferableskillsandadesireto learnare key.KeyResponsibilitiesManageinvestoronboarding,includingapplicationprocessing,KYC/ AMLchecks,andrecordmaintenanceProcesstransactionssuchassubscriptions,distributions,and redemptionsSupportinvestorqueriesviaphoneandemailwithclear,qualified communicationPrepareinvestorreports,statements,andfunddocumentationAssistwithreconciliations,fundoperations,andreportingactivitiesMaintainaccuratedata,tracktasks,andsupportprocessimprovementAboutYouStrongExcelskills(PivotTables,lookups,dataanalysis)HighattentiontodetailandstrongnumericalabilityClearandprofessionalcommunicationskillsWell-organisedwiththeabilitytomanagemultipleprioritiesExperienceinaprocess-drivenenvironment(e.g.banking,accounting,superannuation, propertyorlegaladmin)AbletolearnquicklyandworkindependentlyWhyApply?
EntrypointintofundsmanagementwithfulltrainingprovidedBroadexposuretofundoperations,investorservices,andreportingCollaborativeandgrowingbusinessofferingagreatteamculturePotentialforcontractextensionorpermanentopportunityWhatnextApplications will be reviewed for this role and only suitable applicants will be contacted.
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📌 Fund Operations And Investor Services Officer New South Wales
🏢 Alexander Appointments
📍 New South Wales