Passionate Finance Advisor

5 days ago

Moonee Ponds, Australia Jo Attard + Co Full time

If you are an experienced Finance Advisor, passionate about property and finance, have a love of people and are good with numbers, then this role may have your name on it.

At Jo Attard + Co, we are dedicated to assisting our clients in providing the best strategy, structure and options for their finance and property needs, whilst having an amazing place to work & grow. Some of the tasks you will be carrying out include:
Client strategy & structure sessions

Meeting with clients via zoom and in-office appointments

Complete loan servicing assessment

Building client rapport with consistent & concise communication, both written and verbal.

Working with internal & external service partners

Training junior team members.

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