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Settlements Officer - Finance

Settlements Officer - Finance

Job Title: Settlements Officer - Finance
Contract Type: Contract
Location: Sydney - CBD, Inner West & Eastern Suburbs
Industry:
Salary: 55,000 - 60,000
Start Date: ASAP
Reference: 2866152
Contact Name: Sophie Donaldson
Contact Email: sophie@beaumontpeople.com.au
Job Published: May 22, 2019 15:01

Job Description

Beaumont People are currently seeking a Customer Settlements Officer to join a vibrant financial services company, based in North Sydney. This position offers variety and development, with the support of a passionate, friendly team. 

Full time role paing from $55,000 - $65,000 + super. 


Your responsibilities will include;
  • To ensure all incoming documents are accurate and in place
  • To consistently review matter milestones and ensure timely progress
  • To ensure that all anomalies relating to policies and legislation including NCCC, AML/CTF, Privacy Act and PPSA are identified and rectified 
  • Processing and providing updates on valuations 
  • Ensure all existing customer contact details are current 
  • Create new customer profiles in CRM 
  • Have a strong understanding of Anti Money Laundering law 
  • Understanding and communicating legislative requirements 
To be considered for this role you will have;
  • Minimum of 2 years experience in a Settlements role  
  • Emotional intelligence and maturity 
  • Experience within the financial sector 
  • Interest in the finance sector 
  • Strong customer service focus and clear communication skills (verbal and written)
  • Good interpersonal skills and negotiation skills.
  • The ability to work within a team towards a common goal
  • Ability to learn new systems 
What's in it for you;
  • Work/life balance 
  • Varied and interesting role 
  • Easy location close to North Sydney train station 
  • Ongoing support  
  • Modern offices with on-site cafe facilities
  • Working within a large, major international company
If you are a stand out customer service representative looking to join this high profile company, then please contact Sophie by applying today!
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