
Investor Services Advisor Funds Management
5 days ago
Client Service/administration/reporting | Superb training | Broad position
- 1-2+ years of admin /service exp from Financial Services
- 4 days per week | 9am - 6pm | 8:30am - 5:30 pm
**Superb opportunity to join one of Sydney's most highly regarded Fund Managers as an Investor Services Consultant.**
This role will give you the opportunity to expand your knowledge of investment markets and products, and learn all about the client facing and reporting elements of funds management.
**1-2+ years of client service / administrative experience from the financial services industry**. Ideally you will have gained this experience from funds management but that is not essential.
Whilst it is not essential to be tertiary qualified, due to compliance regulations there would be a need to be RG146 qualified in 4 modules;
- Generic Knowledge
- Managed Investments
- Derivatives
- Securities
If you do not have all of the above, but some parts are completed, then this will also be considered as long as you are committed to complete the missing modules as soon as you start in the role.
This is an exciting opportunity to join a superb firm where you will be fully supported by a great team and superior leaders for your ongoing career development.
**Our client is an absolute employer of choice with superb CBD based offices.
-
Sydney, Australia Mainstream Fund Services Inc Full timeLeading global fund administator - Customer service centric role relating to investments - Great CBD location **About our Company** The Apex Group is a global financial services provider with 5,000 staff across 50+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard...
-
▷ 3 Days Left! Customer Experience
4 weeks ago
Sydney, Australia FivePearls Funds Management Pty Full timeFivePearls is an investment management firm specialising in property backed managed funds. Our mission is to deliver high quality funds that prioritise integrity, security and client success. We’re looking for professionals with expertise in property and funds management who want to help shape the future of funds management. Join us to make a real impact...
-
Manager - Investor Services
1 week ago
Sydney, Australia SS&C Fund Services (Asia) Pte Ltd Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
-
Investor Relations Associate
2 weeks ago
Sydney, New South Wales, Australia Vantage Asset Management Full time $90,000 - $120,000 per yearAbout UsVantage Asset Management is an Australian boutique private equity manager with a global base of wholesale investors, including family offices, charitable foundations, high-net-worth individuals and small institutions. Vantage has experienced significant growth in recent years and continues to exceed investor expectations and deliver strong,...
-
Investor Services Associate
2 weeks ago
Sydney, Australia Mainstream Fund Services Inc Full timeUnit Registry or administration exp. from a financial services firm, desired - Leading Global Fund Administrator - Great CBD location **About our Company** The Apex Group is a global financial services provider with 8,000 staff across 40+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are...
-
Manager - Investor Services
7 days ago
Sydney, Australia SS&C Technologies Full timeManager - Investor Services SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial...
-
Client Service Account Manager
2 days ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Asset Management- PermanentOur client is a leading firm with offices around the region. They are seeking to hire a Client Service Account Manager to join their team, which is focused on managing the day to day administration of fund and trusts. This will involve being the main point of contact for a portfolio of clients for their unit registry. A...
-
Manager - Investor Services
1 week ago
Sydney, Australia SS&C Full timeSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare...
-
Head of Sales
2 weeks ago
Sydney, Australia FivePearls Funds Management Pty Full timeFivePearls is an investment management firm specialising in property backed managed funds. Our mission is to deliver high quality funds that prioritise integrity, security and client success. We’re looking for professionals with expertise in property and funds management who want to help shape the future of funds management. Join us to make a real impact...
-
Investor Services Associate
7 days ago
Sydney, Australia Apex Group Ltd Full timeInvestor Services Associate - Contact Centre The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do,...