Client Contracts and Finance Administrator

About the role

Chase Wealth Australia is a well-established national firm, with presence across four locations within Australia. The Company prides itself on its three key pillars, honesty, integrity and loyalty.

Chase Wealth Australia is seeking a Client Contracts and Finance Administrator to join our ever-growing team. This is a full-time position based in Camberwell, VIC. In this role, you will be responsible for managing client contracts, financial documentation, and administrative processes that support the smooth operation of our client's property transactions. You will play a vital part in ensuring accuracy, compliance, and efficiency across our client-facing administrative functions, working closely with both internal teams and external stakeholders.

The ideal candidate will be dedicated to supporting the Property Investments arm, and possess a positive attitude, with excellent attention to detail and communication skills.

Key responsibilities

• Property Transaction Coordination, acting as a key point of contact throughout each client 's contracts, finance and settlement process

• Finance and Lending Coordination, liaising with Finance Brokers throughout the client lending process, ensuring contractual deadlines are addressed and/or met

• Monitoring Finance Broker performance, inclusive of loan approvals, valuation outcomes and delays

• Property Contract and Settlement Coordination, ensuring that Contracts are executed as per required timelines, clients are aware of upcoming deadlines, settlements monitoring and ensuring progression of settlements, as required

• Internal Administration and Reporting, maintaining accurate reports and providing updates to the Investment Operations Coordinator

• Liaising with clients to obtain necessary documentation and information required for property transactions

• Filing and organising contracts and financial documents in accordance with company standards

• Supporting the Property Investments team with ad hoc administrative tasks and special projects as required

• Maintaining confidentiality and professionalism when handling sensitive client and financial information

What we're looking for

• Proven experience working in an administrative or finance support role, preferably within a property services, professional services, or wealth management environment

• Strong organisational and time management skills with the ability to manage multiple priorities and meet deadlines

• Proficiency with Microsoft Office applications, particularly Excel, Word and Outlook

• Excellent attention to detail with an ability to identify errors and inconsistencies in property transaction documentation

• Strong written and verbal communication skills with the ability to liaise professionally with internal teams and external clients

• Ability to work independently and as part of a team in a fast-paced environment

• Discretion and confidentiality in handling sensitive business and client information

• Familiarity with property legislation, financial compliance requirements and record-keeping standards is an advantage

What we offer

At Chase Wealth Australia, we are committed to supporting our employees' professional development and wellbeing. Our workplace fosters a collaborative culture where your contributions are valued and recognised. We provide opportunities for career progression and ongoing professional development to help you grow within the organisation.

About us

Chase Wealth Australia is a leading provider of end-to-end Investment Property Portfolio Services . We are dedicated to delivering tailored solutions and exceptional service to our clients. Our team is built on values of integrity, professionalism, and client-focused excellence. We pride ourselves on creating a supportive work environment where talented individuals can thrive and contribute to our continued success. As we continue to expand, we are looking for dedicated professionals to join us in our mission to provide outstanding guidance and support to our clients.

Apply now

If you believe you have the skills and experience to excel in this role, we would like to hear from you. Please submit your CV and a cover letter outlining your interest in this position to Chase Wealth Australia. We look forward to welcoming you to our team.