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