Finance Broker Support Specialist
Budget: $250 – $750 AUD
I'm in need of a highly organized assistant with experience in the finance industry. Your primary tasks will include:
- Document preparation: Your role will meticulously entail drafting, verifying, and preparing important financial documents in readiness for client interactions.
- Client communication: Maintaining effective communication channels with my clients, keeping them updated and responding to their queries promptly and professionally.
- Deal lodgement: Your expertise will be required in processing home and personal loans, ensuring accuracy and timeliness.
Ideally, you have worked previously in the finance sector understanding the dynamics of home and personal loans. Proficiency in utilizing spreadsheets to track and manage client details is essential, as I currently use this system for client database and record keeping. Excellent interpersonal skills for client communication are necessary, and your keen attention to detail should reflect in seamless document preparation and deal lodgement.
We ideally would like a team of people as we generally lodge and deal with customers of 30 per month. We want to pay a fixed price per lodgment which will work out well for the contractor.
Ideal if you have your own CRM tracking to make sure settlements and progress are easily seen and communicated with autonomous client communication.
- Document preparation: Your role will meticulously entail drafting, verifying, and preparing important financial documents in readiness for client interactions.
- Client communication: Maintaining effective communication channels with my clients, keeping them updated and responding to their queries promptly and professionally.
- Deal lodgement: Your expertise will be required in processing home and personal loans, ensuring accuracy and timeliness.
Ideally, you have worked previously in the finance sector understanding the dynamics of home and personal loans. Proficiency in utilizing spreadsheets to track and manage client details is essential, as I currently use this system for client database and record keeping. Excellent interpersonal skills for client communication are necessary, and your keen attention to detail should reflect in seamless document preparation and deal lodgement.
We ideally would like a team of people as we generally lodge and deal with customers of 30 per month. We want to pay a fixed price per lodgment which will work out well for the contractor.
Ideal if you have your own CRM tracking to make sure settlements and progress are easily seen and communicated with autonomous client communication.