Are you working in registry, fund administration or investor services and looking for a role where you can move away from a high-volume, transactional environment?

This is an opportunity to join a growing financial services business where the focus is on providing a high-quality, responsive service to investors and advisers.
You’ll be part of the Investor Services team, managing a mix of email and phone enquiries across a portfolio of investment funds. Importantly, this isn’t a high-volume call centre environment. The focus is on understanding the enquiry, getting the detail right and providing a professional investor experience.

The role is based in Sydney CBD with hybrid flexibility, including one day working from home each week.

What you’ll be doing:

- Responding to investor and financial adviser enquiries via email and phone
- Managing investor requests and ensuring queries are followed through to resolution
- Supporting investor onboarding, applications and documentation
- Assisting with AML/KYC and investor information requirements
- Maintaining accurate investor and registry information
- Supporting requests relating to holdings, transactions and investor communications
- Working with internal fund administration and operations teams on more complex enquiries
- Identifying recurring queries and opportunities to improve the investor experience

Are you working in registry, fund administration or investor services and looking for a role where you can move away from a high-volume, transactional setting?

This is an opportunity to join a growing financial services business where the focus is on providing a high-quality, responsive service to investors and advisers.
You’ll be part of the Investor Services team, managing a mix of email and phone enquiries across a portfolio of investment funds. Importantly, this isn’t a high-volume call centre environment. The focus is on understanding the enquiry,



getting the detail right and providing a professional investor experience.

The role is based in Sydney CBD with hybrid flexibility, including one day working from home each week.

What you’ll be doing:

- Responding to investor and financial adviser enquiries via email and phone
- Managing investor requests and ensuring queries are followed through to resolution
- Supporting investor onboarding, applications and documentation
- Assisting with AML/KYC and investor information requirements
- Maintaining accurate investor and registry information
- Supporting requests relating to holdings, transactions and investor communications
- Working with internal fund administration and operations teams on more complex enquiries
- Identifying recurring queries and opportunities to improve the investor experience

What we’re looking for:

Ideally, you’ll have some experience within registry, fund administration, investor services or a similar financial services environment.

You might currently be working in a larger registry or fund administration team and be looking for a role that offers more ownership, broader exposure and less of a high-volume service environment.

This would particularly suit someone who enjoys investor servicing but wants to move away from a heavily scripted, high-volume environment into a role where quality, accuracy and ownership of the investor experience matter more than call volumes.

We’re looking for someone with:

- Experience in registry, fund administration, investor services or financial services operations
- Strong written and verbal communication skills
- Confidence dealing with investors and financial advisers
- Excellent attention to detail and accuracy
- A professional, calm and helpful approach
- The ability to manage enquiries from start to finish
- An interest in developing broader knowledge across funds, registry and investor operations

Salary: $65,000–$75,000 + superLocation: Sydney CBDHybrid: 1 day working from home per week

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📌 Investor Services AssociateNew (Sydney)
🏢 Keegan Adams Recruitment
📍 Sydney