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Finance Administration Assistant
2 weeks ago
Business Initiatives is a boutique accounting and financial services firm that provides expert, proactive advice in the areas of Accounting, Taxation, Loans, SMSF, Financial Planning and Property Investment.
We are seeking a Finance Administration Assistant with a main focus in supporting our Loan Broking division and assisting in the day-to-day functionality of our busy office. This role is available as either a part time (4 days) or full time position.
Our office environment is fun and easy going. Everyone takes responsibility for their tasks within the team. We are located in Norwood in a quiet street on the fringe of the CBD, not far from the Parade. There is plenty of free parking.
Applicants must demonstrate a passion to help others, be eager to learn and be adaptable to a variety of tasks. Candidates must demonstrate a passion for the finance industry.
Professional qualifications are not necessary for this position, however; candidates who have achieved a Certificate III in Business Administration or any commensurate study will be looked upon favorably.
Some of your duties will include but are not limited to;
- Preparation of finance applications and related documents;
- Upkeep of compliance procedures and employment checks;
- Liaison with lenders and clients;
- Organise and follow up client property valuations;
- Recording, filing and distribution of mail and other forms of correspondence and letters;
- Collating client financial statements, income tax returns and other ATO correspondence;
- Scenario/policy research;
- Credit checks and title searches;
- Update of loan broking CRM program;
- Answering office phone and assisting with occasional reception duties;
- Miscellaneous data entry and letter preparation.
The attributes we require;
- a friendly, bubbly personality
- enthusiasm for the role
- desire and ability to learn quickly
- attention to detail
- team player
- problem solving skills
- ability to work under pressure and to a deadline
- has intermediate/advanced computing skills
- strong communication skills
Your salary will be initially determined by the Clerks Private Sector Award and based upon experience.
The role reports to the firm's division managers and Office Manager.
Please submit your Resume and Covering Letter in either Microsoft WORD or PDF format through the Seek website.
