Investor Services and Operations Administrator

Investor Services and Operations AdministratorInvestor Services and Operations Administrator

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Private Credit & Investments | CFA, CA(SA), CAIA | Passionate About Alternative Investments

About Us

3 Capital is a high-growth non-bank lender and funds manager, offering tailored financial solutions with a client-first mindset. Our culture combines entrepreneurial drive with service excellence, speed and compliance.

We are expanding our operations and are seeking a detail-orientated, reliable, and motivated Investor Services and Operations Administrator to join our team to support our operations activities and ensure seamless client engagement and compliance. This is an exceptional entry point into private credit funds management for someone eager to build a long-term career in financial services.

Role Overview

As an Investor Services and Operations Administrator, you will play a vital role in ensuring the business data systems are updated and accurate, and there is a seamless and compliant experience for our investor clients. This is a hands-on opportunity for a motivated and detail-oriented individual to join our growing team. You will support updating business systems data, onboarding, client engagement, documentation, and compliance workflows - working closely with our distribution, credit, and leadership teams.

You will thrive in this role if you're naturally organised and efficient, detail orientated, love working with people, IT systems and data, and enjoy building operational excellence in a fast-paced, collaborative environment.

Key Responsibilities

Utilising and updating business IT systems / tools you will:

Client Onboarding:

• Support new client onboarding by collecting, verifying, and processing investor documentation.
• Guide investor clients throughout the application process and ensure all forms are completed accurately.
• Conduct and document Anti-Money Laundering (AML) and Know Your Customer (KYC) checks.

Client Relationship Support:

• Serve as a key contact for clients throughout the investment process.
• Provide prompt and professional communications across phone, email, and meetings.

CRM & Systems Management:

• Maintain complete and accurate investor records using CRM and document management platforms.
• Assist in refining and updating administrative processes and client workflows to enhance operational efficiency.

Administrative Support:

• Assist credit analysts and senior staff members by preparing, organising, and managing documentation and reporting.
• Provide general office support including data entry, and preparation of loan documents.

Compliance & Reporting:

• Ensure compliance checklists are completed and appropriately stored.
• Monitor documentation to ensure compliance with regulatory standards and internal policies.

Data Entry & File Management:

• Accurately input data and assist with electronic and hard copy document management.

Key Requirements

Qualifications & Experience:

• No prior lending experience required, but a genuine interest in financial services is essential.
• Prior experience in a customer service, finance, IT data systems, legal, or office administration role is advantageous.
• Finance, Business and/or IT related degree preferable.

Technical Skills:

• Proficiency in Microsoft Word and Excel is essential.
• Familiarity with cloud-based platforms such as Dropbox, Google Drive, or Microsoft OneDrive.
• Experience with CRM and project management software (such asMonday.com, Salesforce, HubSpot, or industry-specific platforms) is desirable.
• Comfort with digital document management and electronic signature platforms.

Personal Attributes:

• Strong attention to detail and a commitment to accuracy.
• Positive work ethic and attitude towards all aspects of the role.
• Enjoyment in supporting and improving business processes, systems and data integrity.
• Excellent written and verbal communication skills.
• High levels of integrity, professionalism, and discretion with confidential information.
• A team player who is organised, proactive, and eager to learn.

Why Join 3 Capital?

• Be part of a growing business where your contribution is visible and valued.
• Work directly with senior leaders and gain real exposure to the private credit investment process.
• Competitive salary with room to grow based on performance.
• Join a nimble, high-performing team in a centrally located Sydney office.

How to Apply

To apply, please send your CV and a brief cover letter outlining your interest and suitability for the role tomschwarz@3capital.com.au. We look forward to hearing from motivated candidates who are ready to take the next step in their financial services career.

Seniority level

• Seniority levelEntry level

Employment type

• Employment typeFull-time

Job function

• Job functionGeneral Business, Management, and Business Development
• IndustriesInvestment Management

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