- Processing settlements
- Processing early deposit releases
- Processing section 27 releases (for VIC)
- Preparation of settlement statements/Account Sales
- Sending invoices for commissions/marketing
- Opening and closing interest-bearing accounts
- Liaising with Sales Agents and Solicitors
- Calculating and paying sales commissions
- Checking exchanges
- Refunds for withdrawn properties
- Arranging marketing refunds
- Receipting deposits/ trust monies
- Finalising month end – bank reconciliations
- Liaising with finance team/marketing department
- Assisting with audits
- Trust account processing across 4 different states, including Project sales – NSW/VIC/QLD/ACT
- Maintaining accurate records and filing relevant paperwork
- Providing administrative support/Ad hoc duties as needed and where required
- To succeed in this role, you will need to:
- Be experienced in a fast paced/high volume role
- Experience in the Real Estate Industry
- Trust accounts knowledge
- Have high attention to detail
- Excellent time management skills
- Must be a team player and work well in a team environment
- Be proactive and self-motivated, with ability to take initiative
- Be adaptable and have ability to multi-task
- Be comfortable liaising with relevant stakeholders, be customer-oriented and have exceptional people skills
- Have excellent written and verbal communication skills
- Knowledge of Multi-array, AgentBox or similar CRM
📌 Expressions of Interest – SETTLEMENTS OFFICER / SALES TRUST ACCOUNTANT (Sydney)
🏢 The Agency
📍 Sydney
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