Investment Administrator

About the role

The Investment Administrator supports the investment team and investors by coordinating investor onboarding, investment transactions and recordkeeping, responding to operational queries, and preparing portfolio and management reports.

Key responsibilities

• Manage the administrative process from investor enquiry through to completed investment, including preparing and issuing application forms and supporting materials

• Proactively follow up outstanding documents, signatures and funds, keep investors informed of progress, and respond promptly to onboarding enquiries

• Review documentation for accuracy and completeness, meet required timeframes, and maintain clear records of each investor's onboarding status and outstanding requirements

• Provide updates to investors on the status of their investment as required

• Respond promptly to general investor queries

• Refer investment, product or strategic questions to the Head of Investments

• Collect identification, entity, eligibility and source-of-funds documentation and complete KYC, AML/CTF and TMD-related checks in line with internal procedures

• Identify incomplete, inconsistent or potentially non-compliant documentation and escalate issues promptly

• Maintain accurate, audit-ready compliance records and investor files

• Coordinate completed applications with the fund administrator and process investment-related transactions, including applications, withdrawals and confirmations

• Confirm receipt and processing of investment funds and accurately record completed investments

• Monitor outstanding transactions and resolve processing issues, discrepancies and exceptions

• Maintain current investor and pipeline records in the Loan Management System and CRM, and support portfolio and management reporting

• Provide day-to-day administrative and operational support to the Investor Relationship Managers and Head of Investments

• Prepare documentation for investor meetings and track agreed actions through to completion

• Develop and maintain templates, checklists and investor onboarding procedures

About you

• A relevant tertiary qualification

• Experience in financial services, ideally in investment administration, wealth or funds management, including client onboarding and financial services documentation

• Working knowledge of KYC, AML/CTF and TMD requirements

• Strong attention to detail and sound document- and record-management skills

• Highly organised, with the ability to manage multiple applications and competing deadlines and take ownership through to completion

• Clear, professional communication skills and confidence following up outstanding information with investors

• Proficiency with CRM and loan management systems

• Desirable: experience working with a mortgage/private credit fund, trustees, fund administrators, registrars or investment platforms

About us

Millbrook Group is a specialist property credit fund manager with more than 17 years' experience providing investors with attractive, capital-stable returns. We have a proven track record and co-invest alongside our investors. With a genuine focus on building personal relationships, we consistently deliver on our core values of trust, integrity, innovation and teamwork. As of 31 March 2026 we have advanced $1.4 billion in loans and repaid $1.1m to investors. Overall Group FUM as at 31 July 2026 was approximately $360 million.

Benefits

We offer a challenging yet rewarding opportunity, a vibrant and collaborative team culture, and excellent opportunities for personal and professional growth.

If this sounds like you, please contact Andrew Slattery in confidence for more information, or send your CV and application to ••••@millbrookgroup.com.au.