Team Meeting

WORK WITH US

Role

Client/Account Support

Our Environment

High Energy 

Prioritise Personal Development/Achievement/Continuous Growth 

 

Not the ‘Usual’ Finance Company – Non conservative/formal 

 

Accountable to ourselves AND the team 

 

Innovation / Innovation / Innovation 

Social/Personal Ideals

Organised / Attention to detail / Pride in work 

Outgoing / High energy / Personality to work in team 

Innovation / Initiative  

Tasks

Respond to emails

Work through tasks and update lists

Hubspot maintenance of new and existing deals

 

Brief with Sales – applications/settlements

 

Take part in team meetings

 

Request and send out payouts/statements

 

File away emails from the day

 

Touch base with clients

 

Reconciliations on Xero

 

Generating invoices

 

Update client details and maintain organised records

Skill Set Ideals

Good understanding of business structures; Sole Trader/Pty Ltd/Trust etc 

Basic understanding of commercial finance;

Chattel Mortgage/Business Loan/Line of Credit etc 

 

Tech Stack – Hubspot CRM / Microsoft Suite 

Entering/organising client information into software and Lender Portals