Fund Management Consultant

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About The Role...

This position is responsible to manage and review Customers' salary packaging budgets and provide customer education and benefits following analysis of their actual expenses. In some cases, this involves providing a payment plan summary and quotation of any additional amounts required to be recovered or surplus amounts that can be returned throughout the life of the novated lease arrangement.

About The Role...

This position is responsible to manage and review Customers' salary packaging budgets and provide customer education and benefits following analysis of their actual expenses. In some cases, this involves providing a payment plan summary and quotation of any additional amounts required to be recovered or surplus amounts that can be returned throughout the life of the novated lease arrangement.

Tasks And Responsibilities...

The major responsibilities of this position include but are not limited to:

• Proactively use daily workflow tools to prioritise salary packaging contracts that require may require adjustments
• Analyse and forecast future expenses to align with customers vehicle specifications and estimated Kilometre travels
• Provide education and awareness to customers following any assessment undertaken both verbally and in writing
• Comprehensively learn and understand SG Fleet's products, processes and systems and ensure the timely update of systems with details of actions, comments, and communication as per company policy and procedure, maintaining excellent systems notes that are accurate and complete
• Liaise with internal stakeholders to provide professional outcome to all customer queries, whilst always being conscious of the end-to-end delivery stream that is invisible to the external customer
  
  

SKILLS AND EXPERIENCE..

• Effective communication verbally and in writing
• Strong organisational and prioritisation skills
• Strong technical/numerical Skills
• High attention to details
• Experience in creating teamwork in a customer focus driven role
  
  

Who We Are..

We are a financial services company that specialises in fleet management, vehicle leasing and salary packaging, with a presence across Australia, the UK and NZ. A total portfolio under management of $2.5 Billion and over 1200 employees.

https://www.sgfleet.com/au/about-us/careers

SOME OF OUR PERKS INCLUDE..

• Recharge and relax with up to four extra days of leave each year. We call them Wellness days
• We offer industry leading 20 weeks paid parental leave
• Save plenty with vehicle salary packaging
• Monetary service milestone awards
• Recruitment referral bonus
• Discounted mobility products and services
• Flexible work arrangements
• Career progression opportunities (over 25% of our vacancies get filled internally)
• Education support towards your growth, including an individual learning budget per year, free access to LinkedIn Learning and more
• Two paid volunteer days each year to give back to causes that matter to you
• Health and wellbeing support including a subsidy and an innovative Employee Assistance Program
  
  

WHAT'S NEXT..

We'd love to hear from you if you're ready to take on your next challenge at a company that embodies diversity and belonging and offer work-life balance and career development.

We are a proud equal opportunity employer. Resumes may be sent, and interviews may take place prior to closure date for applications. To give yourself the best chance of selection, please do not leave your application to the application 'close' date. As a pre-requisite to employment, the successful applicant will be required to complete a pre-employment screening.Seniority level

• Seniority levelEntry level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance

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