Broker Support Officer jobs

About us

Trilogy Funds is one of Australia’s leading fund managers and financiers of property-based investments. When it comes to property-based investing, we take things personally.

We’ve been building wealth together with Australian investors, advisers, developers and brokers for 25 years. As we’ve grown, we’ve stayed faithful to the principles that have seen us build long-lasting relationships.

Our purpose is to deliver better. Better outcomes for investors, better opportunities to build wealth and better experiences accessing and investing capital. If you’re passionate about finance, property or investing then we are the company you need to join.

About your new Role

As an administrator within our Investor Relations department, you will play a crucial part in supporting the team.

• Respond to investors' or advisors' queries either by phone or email
• Liaising with other teams within the business
• Provide client support for investors, advisors, platform, and dealer groups
• Responsible for applications, change of details, redemptions, transfers, and Deceased Estates
• Maintain a good understanding of all Trilogy Funds products
• Managing risk by understanding the regulatory requirements impacting Investor Relations and following our policies and procedures

About you

You would describe yourself as being well organised and loving all things admin related. Key skills and experience we are looking for:

• Strong Communication skills – ability to communicate in a professional manner with external clients and internal stakeholders
• Teamwork – you work well within a team and across teams
• Planning and Organising – prioritising and managing your daily schedule ensuring you meet deadlines is second nature to you
• Reliability – you take personal responsibility for your job performance.
• Attention to Detail – Monitor and check your work ensuring information is correct

Why choose us?

Besides being a great place to work and joining our amazing Investor Relations team, here are a few more reasons why you should join Trilogy Funds:

• A proactive approach and team-first mentality
• Professional development
• Birthday leave
• Additional annual leave
• Subsidised gym membership
• Employee assistance program
• Social club
• Complimentary breakfast
• Incentive Programs

We are thrilled to be growing our diverse team. Don’t delay your application as we would like to hear more about you. Apply now!