Investor Relations Officer

at  Trilogy Funds

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 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 – works well within a team and across teams
• Planning and Organising – prioritise and manage your daily schedule meeting deadlines
• Reliability – you take personal responsibility for your job performance.
• Attention to Detail – Monitor and check your work ensuring information is correct

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