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Personal Assistant To The Director

Innovative Talent Group Pty Ltd - North Melbourne, VIC

Banking & Finance
Source: uWorkin


PA to the Director | Financial / Wealth Firm
About the Company
Our client is a property consultancy firm located in Essendon. With a group of divisions and an elite team of specialised finance and property advisors that is dedicated to delivering expert advice, and financial services to create, build on wealth and work with each client to gain financial freedom.
The Opportunity
This is a newly created role that will see you a part of each division of the business working closely with the finance team. You will be required to work as part of a team, take ownership of your role and be exceptionally well organised, motivated and passionate about providing exceptional client service.
Reporting to the department head of loan processing, your primary responsibilities will include:

  • Data entry of client information into CRM 
  • Preparation of standard customer correspondence (e.g. formal approval letters, Credit Guides, Credit Proposal, Credit Quote)
  • Order valuations, title searches, company searches, manual credit checks
  • Issuance of standard client emails
  • Action loan documentation and complete compliance checks
  • Back office functions (e.g. ordering property valuations, pricing reviews)
  • Preparation of FileInvite invitations for RFI & applications
  • Liaise with various stakeholders (internal / external) to ensure seamless end to end loan processing
  • Tracking sold properties to investors via CRM and right through from loan approval, deposits paid- settlement and construction.
  • General administrative tasks as requested from the director.

The Individual

  • Minimum 12 months experience in a similar role (industry experience will be highly regarded)
  • IT Tech Savvy with the ability to navigate around multiple CRM systems 
  • Professional and polished at all times in demeanour, appearance, telephone and interpersonal manner
  • High attention to detail and personal accountability
  • Positive, friendly personality, mature attitude with a desire to learn with a growth mindset
  • Work very well under high pressure
  • Solid understanding of the Financial Planning process, including processing of loan applications.
  • Intermediate knowledge of Microsoft Office suite of products
  • Ability to multitask, prioritise and manage time effectively
  • Concise written and verbal communication/presentation skills with attention to detail
  • Highly self-motivated and dedicated
  • Ability to work within a small team and autonomously

How to apply
If you are confident and proactive in your approach to your work, have the ability to work under pressure and are willing to accept responsibility for your role, then we are interested in talking with you. Only shortlisted applicants will be contacted.
To be considered for this great opportunity, please submit your CV and cover letter by clicking 'Apply Now' or contact Sarah Di Pietro on 9626 9519.