Investor Services Administrator

1 day ago

Gold Coast, Queensland, Australia Credit Connect Group Full time $80,000 - $120,000 per year

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.

About the Role:

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.

We're looking for someone with strong attention to detail, strong customer service, experienced in excel and managing large amounts of financial data and financial 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 organised person with strong attention to detail.

Why Join Us?

At CCG, you'll be part of a forward-thinking team that values precision, innovation, and people. We offer a supportive environment where your skills will be recognised and your ideas welcomed.

  • Investor Services Administrator

    6 days ago

    Gold Coast, Queensland, Australia Credit Connect Group Full time

    About the RoleWe 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...

  • Investor Services Administrator

    6 days ago

    Gold Coast, Queensland, Australia Credit Connect Group Full time

    About the RoleWe 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...

  • Financial Services Assistant

    5 days ago

    Gold Coast, Queensland, Australia beBeeInvestor Full time $50,000 - $80,000

    About the PositionDeliver a high-quality customer experience to investors by joining our growing team and playing a key role in investor services.This position sits at the heart of our investment services team, spanning three core areas: Investor customer service, investor administration and investor data management and reconciliation.We're looking for...

  • Career Focused Property Investor

    3 days ago

    Gold Coast, Queensland, Australia beBeeInvestment Full time $80,000 - $150,000

    Property Investment Role We are seeking a career-focused individual looking to transition from financial services into property investment advisory. This role presents an opportunity to leverage your existing knowledge and skills in finance to deliver tailored solutions to investors. As a full-time Property Investment Adviser, you will play a...

  • Strategic Property Investor Advisor

    5 days ago

    Gold Coast, Queensland, Australia beBeeInvestment Full time $80,000 - $120,000

    Job SummaryWe are seeking a skilled Property Investment Adviser to join our team. As a Property Investment Adviser, you will play a key role in helping our clients achieve their financial goals by providing strategic and personalized advice on property investment opportunities.The ideal candidate will have a proven track record of experience in property...

  • Financial Services Specialist

    5 days ago

    Gold Coast, Queensland, Australia beBeeInvestment Full time $60,000 - $90,000

    About the RoleWe are seeking a detail-oriented professional to deliver a high-quality customer experience and contribute to our investment services team.This is an excellent opportunity for someone with strong analytical skills, excellent customer service skills, and experience in managing financial data and transactions.ResponsibilitiesOnboard new investors...

  • Finance Operations Assistant

    3 hours ago

    Gold Coast, Queensland, Australia beBeeAdministrative Full time $66,000 - $87,000

    Investor Services OpportunityWe are seeking a detail-oriented professional to join our team and play a key role in delivering exceptional customer experiences to investors.This position sits at the heart of our investment services operations, spanning three core areas: Investor customer service, investor administration and data management, and...

  • Construction Service Officer

    1 week ago

    Gold Coast, Queensland, Australia At Full time

    Construction Service Officer – Infinity Group AustraliaLocation: Gold Coast, Southport QLDType:Full-time, on-site, Monday – Friday (9am-5pm)About Infinity Group AustraliaAtInfinity Group Australia, we exist to help everyday Australiansconquer debt, build wealth, and create lasting financial freedom.What started as a powerful personal vision has grown...

  • Construction Service Officer

    1 day ago

    Gold Coast, Queensland, Australia Infinity Group Australia Pty Ltd Full time $70,000 - $80,000 per year

    Construction Service Officer – Infinity Group AustraliaLocation: Gold Coast, Southport QLDType: Full-time, on-site, Monday – Friday (9am-5pm)Salary: $70,000 - $80,000 + superAbout Infinity Group AustraliaAt Infinity Group Australia, we exist to help everyday Australians conquer debt, build wealth, and create lasting financial freedom.What started...

  • Administrative Service Coordinator

    2 weeks ago

    Gold Coast, Queensland, Australia beBeeAdministration Full time

    Job DescriptionAs an Administration Officer, you will play a vital role in delivering exceptional service to patients, visitors, and staff.You will be responsible for managing the patient admission and discharge process at our Front desk, handling incoming calls and responding to patient, visitor, and staff enquiries, and assisting with accounts...