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Form of workWestlawn - Solutions driven, relationship growing, finance and insurance experts
Since 1964 Westlawn has provided financial services to customers across Northern NSW. Today we offer a comprehensive range of financial products, services and advice with branches from Coffs Harbour to Murwillumbah and operations in Sydney, Melbourne and Brisbane, helping customers with investments, personal loans, mortgage broking, business loans, and insurance broking.
About The Role
We have an excellent opportunity to join the Investments team in our flagship office in Grafton. This is a unique role with a company that has a storied history based in the Clarence Valley. Westlawn is both a financier and broker, this role is predominantly to help customers with their investment needs. To be successful you will have had prior experience in these areas.
Specifically:
- Helping customers with investments like the Westlawn Income Fund and Unsecured Notes offers
- Contacting existing Investors to discuss their investments at maturity
- Providing a modern take on good old-fashioned customer service
- General office duties
- Daily mail and banking
- Answering phone calls, speaking with new and existing clients
To help us help more customers, you'll bring:
- A growth mindset believing your talent can be developed through hard work, good strategies and input from others
- A high attention to detail whilst providing an exceptional customer experience
- Motivation to be able to seek out and capitalise on opportunities, not just react to issues
- An adaptive approach to productively work alone whilst contributing strongly to the team
If this sounds like you please send your resume to: ****@westlawn.com.au
