Job Description

Fund Operations and Investor Services Officer

n

n
- Upto$120,000+Super|Initial6monthFTCwithaviewtoextend
n
- Industryleadersinproperty-relatedprojectsandinvestmentfunds
n

nn
- Upto$120,000+Super|Initial6monthFTCwithaviewtoextend
n
- Industryleadersinproperty-relatedprojectsandinvestmentfunds
n
- NorwestBusinessParklocation–easyaccesstoMetro
n

n

Ourclientisafast growingfinancialservicesbusinessspecialisingincapitalraisingandreal estate development investments,withareputationfordeliveringstrongreturnstoinvestors through atransparent,compliant,andvalue-drivenapproach.

n

WeareseekingadetailorientedandmotivatedFundOperations&
n InvestorServicesOfficertojoinonaninitial6-monthfixed-termcontract,withpotentialforextension.

n

ThisisagreatopportunityforsomeonewithstronganalyticalandExcelskills
n lookingtobuildortransitionintofundsmanagement.Whilstpriorfund
n experienceisanicetohavebutnotessential,transferableskillsandadesireto learnare key.

n

KeyResponsibilities

n

n
- Manageinvestoronboarding,includingapplicationprocessing,KYC/ AMLchecks,andrecordmaintenance
n
- Processtransactionssuchassubscriptions,distributions,and redemptions
n
- Supportinvestorqueriesviaphoneandemailwithclear,professional communication
n




- Prepareinvestorreports,statements,andfunddocumentation
n
- Assistwithreconciliations,fundoperations,andreportingactivities
n
- Maintainaccuratedata,tracktasks,andsupportprocessimprovement
n

n

About

n

n
- YouStrongExcelskills(PivotTables,lookups,dataanalysis)
n
- Highattentiontodetailandstrongnumericalability
n
- Clearandprofessionalcommunicationskills
n
- Well-organisedwiththeabilitytomanagemultiplepriorities
n
- Experienceinaprocess-drivenenvironment(e.g.banking,accounting,superannuation, propertyorlegaladmin)
n
- Abletolearnquicklyandworkindependently
n

n

WhyApply?

n

n
- Entrypointintofundsmanagementwithfulltrainingprovided
n
- Broadexposuretofundoperations,investorservices,andreporting
n
- Collaborativeandgrowingbusinessofferingagreatteamculture
n
- Potentialforcontractextensionorpermanentopportunity
n

n

Whatnext

n

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 recent opportunities appear https://www.alexanderappointments.com.au/job-alerts

#J-18808-Ljbffr

📌 Fund Operations and Investor Services Officer (Hatfield)
🏢 Alexander Appointments
📍 Hatfield