Finance Assistant
- Employer
- Perks People Solutions
- Location
- Adelaide, SA, Australia
- Salary
- Competitive Salary
- Closing date
- Jun 28, 2022
View more
- Job Role
- Accounts Assistant
- Sector
- Finance
- Contract Type
- Permanent
- Hours
- Full Time
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Opportunity to build your career, working with the Director & Relationship Manager providing administration & client service support to the Team.
About Perks
Perks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper.
Perks has experienced rapid growth since its establishment in 1981, now proudly counting over 200 Team Members within the firm. Perks prides itself on its strong cohesive culture and development of future leaders and continues to invest in the systems, skills and growth opportunities that support its people and the work they do.
About the Role
The Perks Banking & Finance Team provide finance advisory services to help clients secure competitive rates and terms for home loans, equipment finance facilities and business loans. Due to growth, we have an exciting full-time, permanent opportunity for a Finance Assistant to join our supportive and collaborative team.
As the Finance Assistant you will be responsible for a wide variety of tasks, providing high level administration and client service support to the Banking & Finance Team to ensure the delivery of exceptional service. In this role you will act as the first point of contact, playing a key role in maintaining long lasting relationships with our clients and network partners.
Responsibilities
Skills and Experience
Some of the skills, experience, and attributes that you would bring to the role are:
Culture and Benefits
At Perks, we pride ourselves on our high-performance culture whilst maintaining a healthy work-life balance. If you'd like to work in an environment that fosters strong relationships, values teamwork and nurtures the capabilities and potential of our team members, we would like to hear from you.
Some of the benefits include:
If you have any questions please contact Rebecca Aitken, People & Culture Business Partner on 8273 9247 or email recruitment@perks.com.au
About Perks
Perks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper.
Perks has experienced rapid growth since its establishment in 1981, now proudly counting over 200 Team Members within the firm. Perks prides itself on its strong cohesive culture and development of future leaders and continues to invest in the systems, skills and growth opportunities that support its people and the work they do.
About the Role
The Perks Banking & Finance Team provide finance advisory services to help clients secure competitive rates and terms for home loans, equipment finance facilities and business loans. Due to growth, we have an exciting full-time, permanent opportunity for a Finance Assistant to join our supportive and collaborative team.
As the Finance Assistant you will be responsible for a wide variety of tasks, providing high level administration and client service support to the Banking & Finance Team to ensure the delivery of exceptional service. In this role you will act as the first point of contact, playing a key role in maintaining long lasting relationships with our clients and network partners.
Responsibilities
- Providing exceptional client service and communication
- Analysing clients' financial status and requirements, discussing financial options, and developing financial strategies and recommendations
- Managing the review process for our current client base
- Arranging home loan mortgages and other types of finance for clients through banks, lenders, financiers
- Preparing documents which set out the conditions of finance, repayments, and loan periods
- Liaising with financiers, real estate agents, accountants, solicitors, conveyancers.
Skills and Experience
Some of the skills, experience, and attributes that you would bring to the role are:
- Completion or near completion of Bachelor of Finance or a finance related discipline (desirable)
- Ability to engage and manage client expectations
- Ability to manage competing deadlines and conflicting priorities
- Strong numerical and analytical skills
- Strong attention to detail
- Ability to work without supervision and within a collaborative team environment
- Strong interpersonal communication skills with the ability to work with a wide range of people
- Motivated, driven and willing to learn
Culture and Benefits
At Perks, we pride ourselves on our high-performance culture whilst maintaining a healthy work-life balance. If you'd like to work in an environment that fosters strong relationships, values teamwork and nurtures the capabilities and potential of our team members, we would like to hear from you.
Some of the benefits include:
- Flexible working arrangements
- An industry competitive salary package with review process
- Career progression opportunities
- Learning and development opportunities
- Regular social & networking events
- Participation in the firms graduate program
If you have any questions please contact Rebecca Aitken, People & Culture Business Partner on 8273 9247 or email recruitment@perks.com.au
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