Settlement & Operations Coordinator – Settlement & Client Success Support

Elephant Teams

Settlement & Operations Coordinator for a property buyer’s agency managing settlement and client communication processes. Responsible for maintaining workflows and supporting post-settlement activities.

Posted 5/18/2026full-timeRemote • 🇱🇰 Sri LankaJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Take ownership of active settlement files from signed contract through to settlement.
Track finance due dates, building & pest inspections, settlement milestones, and ensure all deadlines are met accurately.
Manage ongoing post-settlement client touchpoints, run periodic property valuation reviews for existing clients, and support the team in identifying re-engagement opportunities to drive client retention and repeat business.
Manage client communications throughout the settlement process while maintaining a professional and proactive client experience.
Maintain and update workflows across Monday.com and Agent Hub.
Generate and issue client invoices at key milestones, track outstanding payments, follow up where required, and maintain accurate records of payment status across active files.
Provide structured daily updates, end-of-day summaries, and milestone reporting through Microsoft Teams and internal systems.
Assist in refining operational workflows, maintaining templates, improving documentation, and supporting CRM automation initiatives as the business scales.
Confidently make outbound calls and liaise to Australian-based third parties (inspectors, agents, brokers, property managers) to schedule appointments, confirm details, and progress files through to settlement.

Requirements

What you’ll need

2+ years of experience in property administration, real estate support, executive assistance, operations coordination, or virtual assistant roles.
Strong organizational and multitasking skills with excellent attention to detail and deadline management.
Excellent written and verbal English communication skills with the ability to communicate professionally with clients and third parties.
Experience working with CRM or project management systems such as Monday.com, ClickUp, Trello, or similar platforms.
Ability to work independently in a fast-paced remote environment while managing multiple active files simultaneously.
Confidence and professionalism when making outbound calls to Australian-based clients and third parties.
Preferred: Experience within the Australian real estate, buyer’s agency, conveyancing, or property investment industry.
Preferred: Exposure to workflow automation systems, CRM migrations, or operational process improvement initiatives.
Preferred: Experience using cloud-based business phone systems such as Dialpad, RingCentral, or similar.
Preferred: Working knowledge of Microsoft 365 tools, particularly Outlook, Teams, and SharePoint.

Benefits

Comp & perks

Fully Remote Work: WFH, always. We provide all the equipment you need to succeed.
Competitive Compensation: A salary package that reflects your technical expertise and level of responsibility.
Team Events: Join our Sri Lanka-based community for regular in-person team gatherings.
Professional Growth: Work directly with a high-profile Melbourne brand, lead the implementation of cutting-edge AI, and grow in a fast-paced, international environment.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

property administrationreal estate supportoperations coordinationCRM automationworkflow automationpayment trackingmilestone reportingclient invoicingdocumentation improvementprocess improvement

Soft Skills

organizational skillsmultitaskingattention to detaildeadline managementwritten communicationverbal communicationprofessionalismindependenceclient retentionproactive client experience