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
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 skilled 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