Senior Investor Services Representative
Senior Investor Services Representative
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Job Description
About You
Cromwell Property Group is seeking a Senior Investor Services Representative to join the team. As a member of the Funds Management team 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 dont feel the below criteria matches your skillset please still apply we want to hear your story.
Were seeking a highly skilled administrator who is organised proactive and takes pride in delivering accurate and timely results. You should be committed to effective collaboration and have experience in managing transaction processing client communication and general administrative tasks.
It is desirable if you have a strong 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 Senior Investor Services Administrator is a vital member of our Funds Management Team. Reporting to the National Manager - Funds Management Operations you will manage the operational delivery of payments and services to investors advisers and counterparties in a timely and accurate manner.
This role involves a wide range of responsibilities keeping you engaged with diverse tasks and topics. Youll 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 overseeing funds transactions operational functions compliance management identify and review process management and improvement transaction functions build client relationships and provide team assistance.
What we bring
Enjoy flexible hybrid working arrangements and yearly performance bonuses
Celebrate with birthday leave public holiday swaps and volunteer leave
Benefit from 16-week paid parental leave after just 3 months
Access a wide variety of courses on LinkedIn Learning and receive financial support for training programs
Take advantage of our inclusive leave policy including career breaks and grandparents leave
Enjoy corporate discounts on banking gym memberships health products and activewear
How to Apply
Please click apply to lodge an application if you have any questions about the role or would like to learn more please contact Ash Lane People & Culture Business Partner on .
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. Were 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. Wed love to have you as part of our team and were 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.
Required Experience:
Senior IC
Employment Type
Full-Time
