2022 Settlements Officer - TAFE Students Preferred null

Moody Kiddell and Partners are one of Australia's largest finance broking firms. We specialise in Equipment and Property Finance and have a general Insurance Business. We have been operating for over 30 years and focus on delivering exceptional customer service through extensive product knowledge. We have built strong relationships with clients, lending institutions, machinery suppliers and accountants.

We are currently seeking a motivated individual to join our Sales Support team to assist with all general administration.

The primary purpose of this role is to provide ongoing support to all sales staff in the form of administration and customer service duties. This is a fast-paced role where your time management skills will be crucial.

Some of the duties that are required of you are as follows:

• General customer enquiries such as direct debit changes, requesting payout letters
• Assisting our settlements team to administer the processing and collating of documents for submission to financiers
• Input client and transaction details into various online systems
• Develop a good rapport with all stakeholders
• General administration and filing
• Learning our CRM system (Salesforce)
• Learning our products and facilities, to be able to understand document processing and assisting with settlements

To be considered for this role you must have:

• A keen eye for detail
• Excellent communication skills – both verbal and written
• The ability to multitask and prioritise to meet deadlines
• The ability to think outside the box to resolve administrative issues.
• Enthusiasm to learn new technology
• The ability to work well in a dynamic team environment.
• Excellent data entry skills
• Good work ethics
• Experience in a finance admin or sales support role is preferred.