Enjoy Investor Services but ready to leave the high-volume environment behind?
This is an opportunity to join a fast-growing fund administration business where Investor Services is focused on quality and ownership rather than call volumes and clearing queues.
You'll support investors and financial advisers across a portfolio of investment funds, managing a mix of email and phone enquiries.
Volumes are relatively low, giving you the time to understand requests, provide a professional service and see enquiries through to resolution.We'd particularly like to hear from people currently working in Investor Services, Registry, Unit Registry or funds-based Client Services who enjoy working with investors but would prefer a smaller, more personal environment.
Why make the move?
Less volume, more ownership.Move away from large queues and repetitive enquiries into a role where you have the time to provide a quality investor experience.A more personal environment.Work as part of a close-knit local team where you'll know the funds you support and build stronger relationships with the people around you.Modern technology.Join a technology-led fund administrator using up-to-date systems to reduce repetitive manual work and make investor servicing easier.A growing business with great benefits.Hybrid working, development support, additional leave benefits and the opportunity to grow with an expanding funds business.
What you'll be doing:
Responding to investor and adviser enquiries via email and phone
Managing enquiries from initial request through to resolution
Supporting investor applications and onboarding




Assisting with AML/KYC and documentation requirements
Maintaining accurate investor and registry information
Supporting investor transactions and communications
Working closely with internal registry and fund administration teams
Enjoy Investor Services but ready to leave the high-volume environment behind?
This is an opportunity to join a fast-growing fund administration business where Investor Services is focused on quality and ownership rather than call volumes and clearing queues.
You'll support investors and financial advisers across a portfolio of investment funds, managing a mix of email and phone enquiries.
Volumes are relatively low, giving you the time to understand requests, provide a professional service and see enquiries through to resolution.We'd particularly like to hear from people currently working in Investor Services, Registry, Unit Registry or funds-based Client Services who enjoy working with investors but would prefer a smaller, more personal environment.
Why make the move?
Less volume,



more ownership.Move away from large queues and repetitive enquiries into a role where you have the time to provide a quality investor experience.A more personal environment.Work as part of a close-knit local team where you'll know the funds you support and build stronger relationships with the people around you.Modern technology.Join a technology-led fund administrator using modern systems to reduce repetitive manual work and make investor servicing easier.A growing business with great benefits.Hybrid working, development support, additional leave benefits and the opportunity to grow with an expanding funds business.
What you'll be doing:
Responding to investor and adviser enquiries via email and phone
Managing enquiries from initial request through to resolution
Supporting investor applications and onboarding
Assisting with AML/KYC and documentation requirements
Maintaining accurate investor and registry information
Supporting investor transactions and communications
Working closely with internal registry and fund administration teams
What we're looking for:Some previous exposure to registry, investor services or funds would be highly regarded.You'll also bring:
Strong written and verbal communication skills
Excellent attention to detail
Confidence communicating with investors and advisers
A calm, professional and helpful approach
Good organisation and follow-through
A genuine interest in developing your career in financial services
This could be a particularly good move if you're early in your funds career and have gained experience in a larger registry or high-volume investor services environment, but are now looking for something more personal and less transactional.
Salary: $65,000–$75,000 + superLocation: Sydney CBDHybrid: 1 day working from home per week
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📌 Investor Services Associate (Sydney)
🏢 Keegan Adams Recruitment
📍 Sydney