Financial Services Officer

2 weeks ago

Perth, Western Australia Capricorn Full time

About Us

At Capricorn, we pride ourselves on being more than just a company; we are a co-operative dedicated to enhancing the lives of our Members by fostering stronger businesses.

Our Commitment

We are purpose-driven and focused on empowering our community, which includes our employees. We understand what matters to our team because we actively seek their input. Here are our commitments:

  • Diversity and Inclusion: We strive to create a workplace where everyone is treated with fairness and respect.
  • Flexibility: We recognize the uniqueness of each individual and support a healthy work-life balance.
  • Parental Leave: We offer paid leave that accommodates both parents and their transition back to work.
  • Engaging Environment: Our social calendar is filled with various virtual and in-person events to foster connections.
  • Employee Benefits: We provide perks that our employees value, including a robust rewards program, wellness initiatives, and additional leave options.

Role Overview

The Financial Services Officer will assist with the processing of applications for trade accounts, financing products, member terminations, and share-related transactions. This role will collaborate with internal and external stakeholders to ensure an exceptional experience for our Members. Key responsibilities include:

  • Processing and evaluating all credit applications and legal entity changes in accordance with service level agreements.
  • Verifying that all application information is complete and accurate, ensuring compliance with verification standards.
  • Conducting inquiries on regulatory websites and obtaining property reports for potential memberships.
  • Utilizing online decision-making tools to prepare for the credit approval process.
  • Reviewing Members' financial documents and preparing business cases for necessary approvals.
  • Addressing application issues through effective communication with the sales team or Members.
  • Delivering outstanding customer service to all stakeholders.
  • Assisting in the preparation and processing of finance applications from initiation to settlement.
  • Maintaining professional relationships with internal teams, including Credit and Compliance, to ensure compliance and accurate assessments.
  • Building strong connections with internal departments and Capital Equipment Suppliers.
  • Processing member terminations within required timeframes.
  • Updating member accounts and supplier communications as necessary.
  • Performing additional clerical duties as needed.
  • Handling share-related transactions.

Qualifications and Skills

The ideal candidate will possess:

  • Excellent interpersonal skills with the ability to cultivate and maintain relationships with various stakeholders.
  • Strong communication skills, enabling effective interaction with both internal and external parties.
  • Up to 2 years of experience in a lending capacity; however, candidates with relevant skills may still be considered.
  • A proven focus on service delivery in the processing of credit applications.

Educational Requirements

A Certificate IV or higher in Financial Services is required.

Next Steps

If you believe you align with our Member-first culture, we encourage you to consider this opportunity.

  • Insurance Administrator

    2 weeks ago

    Perth, Western Australia Insignia Financial Full time

    About the RoleWe are seeking an experienced Insurance Administrator to join our team at Insignia Financial. As an Insurance Administrator, you will play a critical role in providing administrative support for our insurance operations.Key ResponsibilitiesInsurance Policy Implementation: Assist in implementing new insurance policies from submission to...

  • State Operations Manager

    2 weeks ago

    Perth, Western Australia Insignia Financial Full time

    About the RoleWe are seeking an experienced Operations Manager to lead our State Operations Team in Perth. As a key member of our leadership team, you will be responsible for managing a large team of Senior Associate Advisers, Associate Advisors, and Client Service Managers who provide high-quality support and technical assistance to our clients.Key...

  • Client Services Officer

    2 weeks ago

    Perth, Western Australia Knight Financial Advisors Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Officer to join our team at Knight Financial Advisors.The successful candidate will be responsible for providing exceptional support to our clients and staff, ensuring a seamless experience for all.The role involves a variety of tasks, including company secretarial...

  • Chief Financial Officer

    1 week ago

    Perth, Western Australia Mine Site Construction Services Full time

    Chief Financial OfficerWe are seeking a seasoned Chief Financial Officer to lead our financial operations and drive strategic growth at Mine Site Construction Services. As a vital member of our executive leadership team, the CFO will oversee all aspects of financial management, including financial planning, budgeting, forecasting, and strategic analysis.Key...

  • Financial Manager

    1 week ago

    Perth, Western Australia DFP Recruitment Services Full time

    {"h1": "Finance Officer - Casual Contract Opportunity", "p": "We are seeking a skilled Finance Officer to join our team at DFP Recruitment Services. In this role, you will be responsible for managing and developing business systems, program budgets, and business plans. Your contribution will be vital in ensuring the financial efficiency and effectiveness of...

  • Financial Manager

    4 days ago

    Perth, Western Australia DFP Recruitment Services Full time

    Finance Officer - Casual Contract OpportunityDFP Recruitment Services is seeking a skilled Finance Officer to join a leading public health service provider. In this role, you will be responsible for managing and developing business systems, program budgets, and business plans. Your contribution will be vital in ensuring the financial efficiency and...

  • Chief Financial Officer

    1 week ago

    Perth, Western Australia St John of God Health Care Full time

    Deputy Chief Financial OfficerThe Deputy Chief Financial Officer plays a pivotal role in driving financial control, accounting, and strategic planning across the organization. This position is responsible for leading and managing the evaluation, analysis, and development of accounting and finance service support functions, ensuring they evolve to meet...

  • Trust Officer

    6 days ago

    Perth, Western Australia Department of Corrective Services Full time

    About the RoleThe Department of Justice is seeking a Trust Officer to support the Trust Managers in providing ongoing financial security to clients with impaired capacity for financial management and decision making.The Trust Officer will play a key role in managing the financial affairs of clients, including case management and administration of trust...

  • Chief Financial Officer

    1 week ago

    Perth, Western Australia St John of God Health Care Full time

    Job SummaryThe Deputy Chief Financial Officer is a key leadership role within St John of God Health Care, responsible for driving financial control, accounting, and financial planning across the organization.Key ResponsibilitiesLead and manage the evaluation, analysis, and development of accounting and finance service support functions.Develop and implement...

  • Chief Financial Officer

    1 week ago

    Perth, Western Australia St John of God Health Care Full time

    Deputy Chief Financial OfficerThe Deputy Chief Financial Officer plays a pivotal role in driving financial control, accounting, and strategic planning across the organization. This position is responsible for leading and managing the evaluation, analysis, and development of accounting and finance service support functions, innovation of process design, and...

  • Senior Financial Accountant

    2 weeks ago

    Perth, Western Australia Mineral Mining Services Full time

    About UsMineral Mining Services is a leading privately owned contract miner in Western Australia, providing plant and personnel services to the mining industry. Our business model is built on a strong foundation of technical expertise, administration, and mechanical support.The RoleWe are seeking a highly skilled Senior Financial Accountant to join our team....

  • Senior Financial Accountant

    1 week ago

    Perth, Western Australia Mineral Mining Services Full time

    Job Title: Senior Financial AccountantWe are seeking a highly skilled Senior Financial Accountant to join our team at Mineral Mining Services. As a key member of our finance department, you will be responsible for owning the financial reporting of the group, including corporate accounting, regulatory reporting, insurance, budget and cash flow preparation,...

  • Client Account Specialist

    2 weeks ago

    Perth, Western Australia BT Financial Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Client Account Specialist. As a key member of our team, you will be responsible for delivering exceptional customer service, resolving issues, and providing accurate information about our financial products and services.Key ResponsibilitiesCustomer Service:...

  • Deputy Chief Financial Officer

    2 weeks ago

    Perth, Western Australia St John of God Health Care Full time

    About the RoleThe Deputy Chief Financial Officer is a key leadership position responsible for driving financial control, accounting, financial planning, and forecasting across the organization. This role will lead the evaluation, analysis, and development of accounting and finance service support functions, innovation of process design, and transactional...

  • Deputy Chief Financial Officer

    2 weeks ago

    Perth, Western Australia St John of God Health Care Full time

    Job Summary:The Deputy Chief Financial Officer is a key leadership role within St John of God Health Care, responsible for providing strategic financial leadership and expertise to support the organization's growth and success.Key Responsibilities:Lead and manage the financial control, accounting, financial planning and forecasting, scenario analysis and...

  • Financial Advisor

    1 week ago

    Perth, Western Australia Ruah Community Services Full time

    About the RoleRuah Community Services is proud to introduce the Karlup Service, a pioneering initiative aimed at supporting women and children to heal from family and domestic violence.The Karlup Service will provide a comprehensive range of offerings from the Ruah Centre for Women and Children, a state-of-the-art facility in Perth's CBD.Access to trauma and...

  • Director of Financial Audit Services

    2 weeks ago

    Perth, Western Australia Audit Full time

    Job DescriptionJob Title: Director of Financial Audit ServicesJob Summary:The Director of Financial Audit Services is a senior leadership role that oversees the delivery of financial audit programs and provides leadership and guidance to staff. The successful candidate will have a strong background in financial auditing and people management, with experience...

  • Deputy Chief Financial Officer

    4 days ago

    Perth, Western Australia St John Of God Health Care Full time

    Job Title: Deputy Chief Financial OfficerThe Deputy Chief Financial Officer plays a pivotal role in driving financial control, accounting, and strategic planning across the organization. This position is responsible for leading and managing the evaluation, analysis, and development of accounting and finance service support functions, ensuring they evolve to...

  • Chief Financial Officer

    4 days ago

    Perth, Western Australia Page Executive Full time

    {"title": "Chief Financial Officer", "description": "Job DescriptionAs the Chief Financial Officer at Page Executive, you will play a critical role in shaping the financial future of our esteemed sports organisation. This is a unique opportunity to join a dynamic and growing organisation, working closely with a visionary Owner and CEO, and becoming part of...

  • Chief Financial Officer

    2 weeks ago

    Perth, Western Australia ClearCompany Full time

    About the RoleThe Senior Chief Financial Officer is a pivotal position within the Ministry of Health, responsible for leading financial management with the highest standards of integrity. This role ensures compliance with directives from the Executive Financial Officer, legislation, and the Office of Comptroller General.Key ResponsibilitiesDevelop and...