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Settlement Experience Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeClientoriented Full time $60,000 - $80,000

Are you looking for a role that allows you to make a real impact on the lives of clients?

Job Description:

InvestorKit is a leading buyers agency in Australia, renowned for its data-driven approach and high-performance culture.

We specialise in helping clients achieve their financial goals through strategic property investments backed by research and insights.

Role Summary

The Settlement Support Coordinator plays a critical role in delivering an exceptional client experience from the moment a property goes unconditional to the successful completion of settlement.

This includes coordinating all aspects of the settlement journey, liaising with internal teams and external stakeholders, and ensuring contracts, finance, inspections, insurance, and rental campaigns are progressed on time, documented accurately, and communicated clearly.

Key Responsibilities

  • Manage all milestones from exchange to post-settlement, ensuring seamless handovers and client experience.
  • Coordinate key stakeholder communications, including brokers, legal teams, property managers, quantity surveyors, and inspectors.
  • Support clients with contracts, deposits, insurance, and property-related tasks in a timely and proactive manner.
  • Organise and review building & pest inspections, walkthroughs, and post-exchange tasks.
  • Liaise with Senior Property Acquisitions Analysts (SPAA) to ensure all works and repairs are negotiated, executed, and signed off.
  • Ensure rental campaigns are launched and monitored for successful handover post-settlement.
  • Maintain 100% accuracy in CRM systems and Attio task management.
  • Provide client communication that is clear, timely, and anticipates the next steps at all times.
  • Escalate and resolve issues swiftly, ensuring no preventable delays impact settlement timelines.
  • Actively apply feedback and coaching, and pursue self-development to continually elevate the standard of your performance.
  • Represent InvestorKit with professionalism, enthusiasm, and humility in all interactions.

Contribution to Our Purpose

As a member of our team, you will make decisions and take actions that directly align with our mission to positively impact our clients' lives by providing an industry-leading client experience that helps them realise their aspirations through property.