Institutional Client Services Coordinator

No matter your background or personality, if you bring a passion, and a drive to do your very best, you are welcomed here. We know that our people do their best work when there are diverse opinions and everyone feels valued and included. Because an inclusive workplace not only means people feel empowered, it also helps build a stronger business where great things happen.

Where a role is advertised as full-time, Charter Hall operate a flexible working environment and would be open to discussions on how this role could be performed.

Purpose

The Institutional Client Services Coordinator is an integral member of the Institutional Client Services team providing functional and administrative support for Charter Hall's investor relations activities across wholesale pooled funds and partnerships.

This role will be internal and external facing, benefiting with someone with strong organisational and communication skills, and the ability to partner closely with external and internal counterparts such as Investment Management teams, Registry, Marketing, IT, Risk and Compliance on achieving superior outcomes for new and existing listed and wholesale investors.

The Institutional Client Services Coordinator is expected to perform all duties and responsibilities as detailed in this job specification in an efficient, courteous, proactive and professional manner.

What you'll be doing

• Diary, calendar and email management for the Head of Institutional Client Services and Senior Institutional Client Services Executive

• Organising internal/external meetings for the team especially with investors, asset consultants and brokers

• Assist with the preparation of investor presentations and asset tour packs , collating information from various sources across the business

• Assist the team with updating results and marketing presentations as required using Powerpoint

• Arrange domestic and international travel for the Institutional Client Services team

• Assist the team with maintenance of data rooms for capital raisings by ensuring documents and access lists are update to date

• Assist with the management of the CRM database wholesale investors by ensuring all information is accurate, up to date and creating CRM analytics on an on-going basis

• Undertake expense reconciliation in the expense management system (Workday) for the Head of Institutional Client Services, Senior Institutional Client Services Executive and  Head of Institutional Client Services -Asia

• Create purchase orders and process invoices using Charter Hall's procurement and payment portal - Tradeshift

• Organisation of agendas, and regular attendance / minute taking at internal  and Institutional Client Services meetings with internal teams

• Assist with the organisation of marketing roadshows and property tours including travel and logistics, marketing material and background investor information including briefing books

• Assist with reviewing and updating of the corporate website and intranet by ensuring website content are accurate for the pooled funds

• Working with the CHC internal event team, coordinate for client functions, conferences and team building workshops, volunteer and social events

• Maintain Responsible Manager training records for the Head of Institutional Client Services and send to the Compliance team each quarter

• Utilise your strong administrative skills to support process improvement and delivery of deadlines

• Support ad-hoc projects and tasks as required

A spirit of shared success

Together, our efforts shape the success of our customers and communities for years to come. That spirit of shared success is just as important for our people. And, it's not just something we say. Our employees are literally invested in our business – as shareholders.

Learning

On-the-job experiences. 24/7 online learning. Conversation series. Peer to peer coaching. Study leave and financial assistance. LinkedIn Learning.

Well-being

Sonder 24/7 EAP. Tuesday breakfasts. Well-being leave. Monthly Gather events. End of Trip facilities. WELL-accredited workplaces. Flu vax. Well-being speakers, resources and events. 

Wealth

Short and long-term incentives. Salary continuance and crisis insurance. Employee securities. Discounted gym memberships and fitness wearables. Free health checks. Salary packaging. Discounted Qantas Club membership. Accor hotel discounts.

Family

16 weeks paid primary carers leave. 4 weeks secondary carers leave. Support for parental transition. School holiday programs.

Leave

Thank you day. Birthday leave. Purchased leave. Career breaks. Well-being leave. Volunteer leave.

Community

Pledge 1%. Volunteer leave. Community spaces. National partnerships. Workplace giving. Dollar matching.

To learn more about us visit our LinkedIn page