Junior Account Manager - Southbank, Australia - Synvestment Financial Group

Description

About Us
Synvestment Financial Group (SFG) is an award winning Melbourne based boutique financial brokerage. SFG specializes in catering to property investors and high net wealth clients.

We are very passionate about providing outstanding results for our clients and are looking for enterprising individuals to join our team.

Our proven methods are a direct result of us winning 'Best Financial Brokerage in Melbourne' in 2022 and 2023 by Australian Enterprises Award.

About the opportunity
Reporting directly to the Director some of your responsibilities will include:

• Touch base with the existing client base to introduce yourself
• Liaising with our clients, lenders, and BDM's.
• Understand client needs and conduct fact find interviews to help them achieve their financial goals
• Ensure you are looking after the clients best interest and providing a positive seamless journey
• Liaise with clients, working with them to capture required documentation, paperwork, and supplying counsel around the process.
• Ensuring existing clients have the best possible structure and rate for their individual situation
• Ability to service own client referrals simultaneously to supporting senior broker

We already have a strong operations team who would assist you with all admin tasks and paperworks. The operations team would Preparing and lodging loan submissions and managing loans process from lodgement through to settlement.

Renumeration include base pay and monthly performance bonus. (Base $3,750 + $200/Million in settlement).

About you

• Cert IV or Diploma in Mortgage Broking is a must (Willing to obtain)
• A passion for helping customers.
• The ability to be proactive and work independently.
• Positive attitude.
• Exception verbal and written communication skills.
• Excellent attention to detail and organisational skills.
• Strong data entry skills are essential along with an ability to learn quickly.

If you want to help people achieve their financial goals, we'd love to hear from you


Job Types:
Full-time, Contract, Graduate

Contract length: 12 months


Pay:
$50, $75,000.00 per year


Benefits:

• Employee mentoring program
• Professional development assistance
• Travel reimbursement

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus
• Commission
• Performance bonus

Application Question(s):

• You may be required to travel for work. Do you've a personal vehicle?
• Do you have a Bachelors/Masters in Finance or Accounting ?

Willingness to travel:

• 25% (preferred)

Work Location:
In person