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La Trobe Financial Services Pty Limited jobs

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ADMINISTRATION OFFICER - INVESTOR SERVICES

Inbound and outbound calls dealing with investors, advisors and other professionals. Opening of new Investor, Dealer Group and Financial Planner accounts. Maintenance of existing accounts. Preparation of daily banking/cheque proce...

CompanyLa Trobe Financial Services Pty Limited
AddressSydney, NSW
CategoryAdministrative
Job typeFull time
Date Posted 2 weeks ago See detail

Administration Officer - Investor Services

La Trobe Financial Services Pty Limited

Sydney, NSW

Inbound and outbound calls dealing with investors, advisors and other professionals. Opening of new Investor, Dealer Group and Financial Planner accounts. Maintenance of existing accounts. Preparation of daily banking/cheque proce...

2 weeks ago seen See more...

Finance Manager - Fund

La Trobe Financial Services Pty Limited

Melbourne, VIC

Management reporting: successfully owning the month-end process, including preparation and review of key internal reports and delivery of impactful Key Performance Indicators (KPI) presentations to senior personnel within the Fina...

4 weeks ago seen See more...

Financial Crimes Analyst

La Trobe Financial Services Pty Limited

Melbourne, VIC

Investigate, analyse, and risk-rate customers where exceptions have been identified. Prepare, issue, and monitor the return of transaction monitoring reports. Prepare Suspicious Matter Reports (SMRs) for submission to AUSTRAC. Ass...

4 weeks ago seen See more...

Construction Loans Officer

La Trobe Financial Services Pty Limited

Melbourne, VIC

Review and prepare progress payments in accordance with La Trobe Financials policies and procedures and adhere to all legislative requirements. Make decisions on fund release for small and large scale construction projects. Ensur...

a month ago seen See more...

Settlement Operations Officer

La Trobe Financial Services Pty Limited

Melbourne, VIC

Coordinating end to end process for sending daily settlement and construction drawdown funding to third parties. Preparing daily documentation to facilitate money movement. Processing all loan types post-settlement, including set...

a month ago seen See more...

Credit Analyst - Residential

La Trobe Financial Services Pty Limited

Melbourne, VIC

Assessing and recommending mortgage loan applications within policy. Ability to read property valuations and quantity surveyors reports. Attend to phone and email enquiries from Mortgage brokers, BDMs and customers in a profession...

a month ago seen See more...

Credit Operations Officer

La Trobe Financial Services Pty Limited

Sydney, NSW

Data entry of new loan applications in to a CRM (loan processing) System ensuring excellent accuracy. Conducting Credit checks via equifax. Ordering property Valuations. Preparing loan offer documentation in accordance with La Tro...

2 months ago seen See more...

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Administration Officer, Operation Officer,

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