Job Description

Enjoy Investor Services but ready to leave the high-volume environment behind?

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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.

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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.
n 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.

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Why make the move?

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Less volume, more ownership .
n 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.
n 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.
n 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.
n Hybrid working, development support, additional leave benefits and the chance to grow with an expanding funds business.

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What you’ll be doing:

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- Responding to investor and adviser enquiries via email and phone
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- Managing enquiries from initial request through to resolution
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- Supporting investor applications and onboarding
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- Assisting with AML/KYC and documentation requirements
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- Maintaining accurate investor and registry information
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- Supporting investor transactions and communications
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- Working closely with internal registry and fund administration teams
n

n

Enjoy Investor Services but ready to leave the high-volume environment behind?

n

This is an chance to join a fast-growing fund administration business where Investor Services is focused on quality and ownership rather than call volumes and clearing queues.

n

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.
n 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.

n

Why make the move?

n

Less volume, more ownership .
n 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.
n 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.
n 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.
n Hybrid working, development support, additional leave advantages and the opportunity to grow with an expanding funds business.

n

What you’ll be doing:

n

n
- Responding to investor and adviser enquiries via email and phone
n
- Managing enquiries from initial request through to resolution
n
- Supporting investor applications and onboarding
n
- Assisting with AML/KYC and documentation requirements
n
- Maintaining accurate investor and registry information
n
- Supporting investor transactions and communications
n
- Working closely with internal registry and fund administration teams
n

What we’re looking for: n
nSome previous exposure to registry, investor services or funds would be highly regarded.n
nYou’ll also bring: n

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- Strong written and verbal communication skills
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- Excellent attention to detail
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- Confidence communicating with investors and advisers
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- A calm, professional and helpful approach
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- Good organisation and follow-through
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- A genuine interest in developing your career in financial services
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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.

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Salary: $65,000–$75,000 + super
n Location: Sydney CBD
n Hybrid: 1 day working from home per week

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