Customer Experience

2 days ago

Sydney, New South Wales, Australia FivePearls Funds Management Pty Full time

FivePearls 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 in an investment landscape focused on accountability and results.

Function Overview

This role combines customer experience, fund administration, and some marketing coordination. The Customer Experience & Funds Administration will ensure seamless investor communication and fund administration to enhance investor relations and support the company's brand presence.

Key Responsibilities:

Investor Communication & General Enquiries
  • Act as the primary contact for investor inquiries related to general information, statements, tax documents, payments, and new investment opportunities.
  • Provide clear, professional responses and ensure that investor queries are resolved in a compliant and timely manner.
Fund Administration & Compliance
  • Manage investor group administration, including memberships, gifts, event invites, and ticket distribution.
  • Handle investor complaints effectively, ensuring compliance with regulatory standards and maintaining high satisfaction.
Reporting & Updates
  • Create and distribute monthly, quarterly, and yearly updates on fund performance for investors and internal teams.
  • Develop informational materials for new funds and keep investors informed of any product developments or changes.
  • Lead the design, content creation, and generation of reports, delivering clear insights and data for stakeholders.
Marketing Coordination & Content Creation
  • Execute marketing strategies for investor engagement, including promotional activities, brand messaging, and event support.
  • Produce and manage content for marketing materials, newsletters, investor updates, and digital channels.
  • Collaborate with the marketing team to align messaging, maintain brand consistency, and enhance the investor experience.
Investor Relations & Engagement
  • Oversee the administration and communication of investor groups, ensuring accurate records and strong relationship management.
  • Organize investor events, roadshows, and engagement activities, coordinating with internal teams to maximize outreach.
  • Foster transparent, consistent communication with investors, building trust and satisfaction through proactive engagement.
Performance Monitoring & Insights
  • Track the performance of investor communication and engagement initiatives, gathering insights to improve processes and outcomes.
  • Utilise CRM tools, Titanium software, and advanced Excel skills for tracking, reporting, and enhancing investor interactions.
Required Skills & Qualifications
  • Experience:Minimum of 3 years in accounting, fund administration, marketing, or a related field (preferred).
  • Technical Skills:Proficiency in CRM platforms, Titanium software, and advanced Excel for reporting and data management.
  • Communication & Content:Exceptional written and verbal communication skills, with a focus on content creation, report design, and investor communication.
  • Marketing & Coordination:Ability to develop and coordinate marketing strategies and create high-quality content for investor communications.
  • Collaboration & Adaptability:Experience working with cross-functional teams, including Business Development, to align on investor relations and marketing strategies.
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