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Investor Relations Officer
2 weeks ago
- A highly engaged team culture built on the values of trust and integrity
About the Role
Working under tremendous leadership, with the opportunity to be mentored, you will be responsible for providing phone based service and support to advisors who support existing and new investors.
Duties & Responsibilities
- Provide sales support and service (via phone and to new and existing investors, providing information in relation to products and services
- Ongoing customer and client service for retail investors, advisors and dealer groups
- Routine data entry into the CRM platform
- Provide support and assistance to a team of Financial Planners
- Assist with any ad hoc reporting as required
Skills & Experience required
- Customer service is at the heart of this role, so you will have a high level of interpersonal skills with the ability to build rapport with ease and can communicate with a diverse range of people and personalities
- You are a team player and you delight in working with a team of likeminded people. You like to collaborate and share ideas
- You are a stickler for producing quality work and you can demonstrate a high level of attention to detail
Benefits & Culture
Trilogy Funds is one of Australia's leading fund managers and financiers of property-based investments. When it comes to property-based investing, Trilogy take things personally.
Trilogy have been building wealth together with Australian investors, advisers, developers and brokers for over 23 years. Building wealth together means fostering tailored, personal interaction.
It means delivering:
- Better outcomes for investors
- Better construction and development finance solutions
- Better opportunities for our team and suppliers
- Sustainable growth in the Australian property and investment sectors
City based position, with flexibility around when you start and finish and the opportunity to work one day from home.
Exceptional induction and training to help you transition into the team and the role.contact Tracey Montgomery on
- _
- #SCR-tracey-montgomery_
Reference number:
1030456
Profession:
- Banking, Superannuation & Finance
- Client Service
Company:
Date posted:
7th Feb, 2023
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