Trust Accounts | Team Leader

  • Outsourced Real Estate specialists
  • Great company culture
  • Mon-Fri only |7.30am-4.30pm
  • North Shore location
  • Close to public transport
  • Up to $100K

Your New Company

Our client is a highly successful Real Estate innovator. Developing a reputation for being one of the best specialists around – they offer outsourced training, coaching, structuring advice and also Trust Accounting capabilities. They have expanded to NZ, UK and the US and are growing their team!

Your New Role

Joining the outsourced Accounts group in a Team Leader position, this is a truly unique role that will see you working 30% on a portfolio of clients and 70% on Operational matters

Operation Functions

  • Work with the team to identify areas for process improvement
  • Client management including on-boarding and ongoing care calls
  • Conduct one on ones with a small team of 5
  • Working with the Operations Manager and reporting to Leadership Team

Trust Functions

  • Download and upload rents and reconcile trust account daily
  • Pay all landlords and creditor bills and identify unknown payments
  • Manage bond lodgements / refunds
  • Answer creditor, tenant and landlord account queries
  • Prepare data reports for end of month

About You:

  • Advanced Trust Account skills in either PropertyMe or PropertyTree
  • Experience in Real Estate / Operations with solid business acumen
  • Strong Legislative knowledge
  • Current Real Estate Certificate or License
  • Enjoy working in a fast paced environment


  • Excellent remuneration $
  • Innovative industry supplier with stellar reputation
  • Great company culture
  • Amazing training
  • No weekends | Mon-Fri only
  • Close to public transport


23/03/2020 $0 North Shore & Northern Beaches 1 Accounting
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