Administration & Client Services Associate

A rare opportunity to work directly alongside a highly respected founder Your new company
You'll be joining a high growth investment firm operating at the top end of the Australian wealth and funds management market. The business partners closely with major global institutions and supports a large network of financial advisers and their clients.
With a lean, entrepreneurial structure and direct access to senior leadership, this is an opportunity to gain rare exposure to global alternatives, adviser distribution, and investor relations within a business that values initiative, curiosity, and commercial thinking. Your new role
This role will focus on administration, client services, and sales support, with genuine scope for growth and development over time.
Duties will include:

• Provide high level executive and strategic support to senior leadership including diary management & correspondence
• Coordinating travel, events, and meetings
• CRM administration, reporting, & data management
• Assist with relationship management across existing & prospective investors, advisers, & platform partners
• Supporting adviser relationships across a large national network
• Preparing and distributing fund materials and fact sheets
• Supporting investor queries, liquidity requests, and fund information

What you'll need to succeed

• Understanding of the funds management/investment industry (through study & 6+ months' experience, or direct industry exposure)
• Experience in an administrative or operations support role is preferred
• Knowledge of concepts such as alternative investments or private markets
• Highly organised, proactive, and comfortable taking ownership
• Inquisitive & confident go getter who is not afraid to approach senior stakeholders
• Strong communication skills with a positive, outgoing, energetic style
• Desire to grow into a client facing or commercial role
• Bachelor's degree in Finance, Commerce, Economics, Business, or related discipline

What you'll get in return

• Competitive salary plus a discretionary bonus linked to individual and company performance
• Exposure to top tier global alternative investments and senior industry leaders
• A clear development pathway into Investor Relations, Business Development, Product or leadership
• Potential international travel (including the US for those who progress)
• A fast moving, high impact role where performance and initiative are recognised
• Sydney CBD based role within a tight knit, high performing team

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or send it to [email protected]
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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