Associate, Investor Services

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Job Description: Associate, Investor Services

Location: Robina, Gold Coast

About Us:

Established in 2006, Credit Connect Group (CCG) is a leader in Non-Bank Lending and First Mortgage Investments in Australia. We connect Borrowers, looking for fast, flexible short-term loans, to Investors, seeking access to income-focused, high-return investments secured by Australian real estate, via an online private investment portal.

We are seeking an Associate, Investor Services to join our growing team and play a key role in delivering a high-quality customer experience to our investors. This position sits at the heart of our investment services team and spans three core areas: Investor customer service, investor administration and investor data management and reconciliation.

You will be responsible for supporting investor onboarding and enquiries, processing registration forms and application forms. You will also manage monthly distributions, ensuring accuracy in reconciliations and payment workflows. As we implement our new investor platform and portal, you will be part of the team managing the investor platform, enquiries, transactions and reporting.

We're looking for someone with strong attention to detail, excellent customer service skills, experience in Excel, and managing large amounts of financial data and transactions, preferably within private credit, mortgage funds or managed investments. If you thrive in a detail-driven environment and enjoy improving systems and investor processes, we'd love to hear from you.

Your Responsibilities:

Onboard new investors and provide excellent customer service throughout the process.

Registering new investor entities, including compliance checks.

Completing investor application forms.

Create and review monthly interest distribution payments.

Maintain investor files, monthly accounts and registers.

Ensure timely receipt of funds before loan settlement.

Track and follow up on commitments by investors.

Process account updates to investor data.

Ensure investors receive timely, accurate reports on their investments, when requested.

Respond to investor phone and email enquiries with a highly professional, customer-focused approach, ensuring high levels of satisfaction and prompt issue resolution.

Qualifications and Skills:

Experience in finance is preferred, but not essential.

Proficient in Excel.

Excellent client service skills with a solutions-oriented mindset.

Proven ability to manage and safeguard sensitive investor information with discretion and confidentiality.

Strong written and verbal communication skills.

A highly organized person with strong attention to detail.

A great opportunity awaits the right person to join our growing team of forward thinkers.

Salary match Number of applicants Skills match

Your application will include the following questions:

• How many years' experience do you have as an Investor Services Associate?
• Which of the following statements best describes your right to work in Australia?
• How many years of accounting experience do you have?
• What's your expected annual base salary?
• How many years' experience do you have as a Loans Bookkeeper?
• How many years' experience do you have as an Excel Specialist?
• How many years' experience do you have as a Fund Administrator?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.

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