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Investor Services Administrator
3 weeks ago
About You
Cromwell Property Group is seeking an Investor Services Administrator to provide investor services and administrative support to Cromwell’s investors and advisors. As our newest team member, you will be recognised for your unique skills, diverse ideas, abilities and creativity. We thrive on collaboration and diversity, and value the fresh perspectives you will bring to the table.
- Even if you don’t feel the below criteria matches your skillset, please still apply, we want to hear your story._
We’re looking for someone who is organised and proactive in their work, taking pride in delivering accurate and timely outcomes. You are committed to strong teamwork ethics and have experience in managing transaction processing, client communication, and general administration tasks.
It is desirable if you have a sound understanding of the AML-CTF and FATCA-CRS, along with experience in investor identification and onboarding requirements. This role is ideal for someone with experience in processing deceased estates and managing client relationships. Experience within an advisor group or stockbroking group will be highly regarded.
About the Role
The Investor Services Administrator is a vital member of our Funds Management Team. Reporting to the National Manager - Funds Management Operations, this permanent full-time position provides comprehensive administrative support to our collaborative team.
This role involves a wide range of responsibilities, keeping you engaged with diverse tasks and topics. You’ll be part of a team that prioritises knowledge sharing, allowing you to gain insights beyond your specific duties and continuously expand your expertise.
Some key areas of the role will include:
- Reporting and Statements: Oversee the production and distribution of client statements, review monthly reports, and ensure accurate data updates on the website.- Invoice and Issue Management: Review third-party invoices for accuracy, log and reconcile client/third-party issues, and manage day-to-day processing and registry issues.- General Administration: Support the Funds Management Team with administrative tasks, archive documents, review TFN registry holdings, and assist with ongoing process reviews.
What we bring- Agile Working (Hybrid Working)- Yearly Performance Bonuses for all roles- Birthday Leave, Public Holiday Swaps & Volunteer Leave- 16-week Cromwell paid parental leave (available after 3 months of employment)- Access to a wide variety of courses on LinkedIn Learning- $299 Employee Health and Wellbeing benefit- Corporate Discounts on Banking, Gym Memberships, Health Products and Activewear- Inclusive Leave Policy (Career Breaks, Grandparents Leave, Personal Leave Top-ups, Special leave)- Employee Referral Bonus- Financial support for training programs- Ongoing development and networking opportunities for all employees
How to Apply
About Us
Our vision is to be a trusted, real estate fund manager, recognised for our transparency, authenticity and creativity. To achieve this vision, we need people with the skills, ingenuity, creativity and desire to succeed.
Our multidisciplinary team is made up of people from diverse backgrounds with unique experiences and perspectives. We’re committed to fostering an inclusive, equitable and respectful culture that allows our people to be their true and authentic selves. We believe this critical to the success as of our business. We’d love to have you as part of our team, and we’re excited to see what you could bring to this role.
- Unsolicited agency resumes will not be accepted for this position and Cromwell will not honour any fees related to resumes that are submitted directly to hiring managers and not through our approved process._
