Trust Account & CRM (Cirrus8) Administrator

Commercial Property Group; Canterbury-Bankstown; Vor Ort; AUD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Cirrus8 training

Zusammenfassung

Commercial Property Group in Bankstown seeks a Trust Account & CRM Administrator to manage Trust and CRM in Cirrus8, ensuring accurate, reconciled, audit-ready transactions.

You will handle daily EFTs, deposits, reconciliations and rent/sales trust activities, with full Cirrus8 training and access to senior management.

Qualifikationen

• 2+ years' real estate trust accounting experience.
• Sound knowledge of NSW trust accounting requirements under the Property and Stock Agents Act 2002.
• Excellent Excel and Microsoft 365 skills.
• Confident communicator with owners, tenants, agents and auditors.
• Commercial property knowledge including outgoings, recoveries and rent reviews.
• BillCue or similar AP workflow software.

Aufgaben

• Daily EFT receipting and daily bank reconciliation for Sales Trust.
• Receipting sale and lease deposits.
• Settlements, deposit disbursals and refunds.
• Commission and reimbursement transfers to the General Account.
• Accounts payable via BillCue for invoices (marketing and courier).
• Monthly Rent Trust invoicing, charges, and adjustments.
• Lease loads, renewals, rent reviews and vacates.
• New managements, owners, tenants and buildings in Cirrus8.
• Creditor payments and owner/tenant invoice records.
• End-of-month rollovers and reports; liaise with external auditor.

Kenntnisse

Trust accounting

Excel / MS 365

Communication

Real estate knowledge

Tools

Cirrus8

BillCue

Jobbeschreibung

Trust Account & CRM (Cirrus8) Administrator

Reporting to the Head of Asset Management and the Sales & Leasing Manager, you will run the daily Sales Trust and the Rent Trust charging, lease and database administration in Cirrus8 (C8), keeping every transaction accurate, reconciled and audit-ready.

KEY RESPONSIBILITIES

Sales Trust - Sales & Leasing

Daily EFT receipting and daily bank reconciliation

Receipting sale and lease deposits

Settlements, deposit disbursals and refunds

Commission and reimbursement transfers to the General Account

Accounts payable via Billcue - marketing and courier invoices

Rent Trust - Asset Management

Monthly tenant tax invoices, one-off charges, chargebacks and adjustments

Outgoings budgets and reconciliation charges

Lease loads, renewals, rent reviews (Fixed / % / CPI) and vacates

New managements, owners, tenants and buildings in C8

Creditor payments, facilities payments and owner-paid invoice records

Owner and tenant invoice / statement queries

Retail and lease bond lodgements, claims and closures

Month end & compliance

EOM rollovers and reports for all trust accounts

Liaise with our external auditor for the annual trust audit

Maintain clean, duplicate-free C8 records and train backup staff

ABOUT YOU

2+ years' real estate trust accounting experience (commercial or residential)

Sound knowledge of NSW trust accounting requirements under the Property and Stock Agents Act 2002

Exceptional accuracy, organisation and confidentiality

Strong Excel and Microsoft 365 skills

Confident communicator with owners, tenants, agents and auditors

Highly regarded

Commercial property knowledge - outgoings, recoveries and rent reviews

Billcue or similar AP workflow software

About us

CPG (Commercial Property Group) is a leading commercial real estate agency in Bankstown, servicing Southwest Sydney and greater metropolitan Sydney across Sales, Leasing and Asset Management. We are seeking a detail-driven Trust Account & CRM Administrator to join our close-knit team.

Monday to Friday - No Weekends

Full Cirrus8 training and documented procedures

Supportive, experienced team and direct access to senior management