Account Executive - Halidon Hill Finance

About us:

Halidon Hill Finance is a leading Commercial Finance broking firm that provides a complete range of Commercial Finance solutions to clients all around Australia.

With a panel of more than 30 financiers, we provide Asset Finance, Commercial Property Finance and Working Capital Finance to businesses of all sizes, across various industries. Our team are passionate about helping our clients achieve their financial goals and have a strong focus on providing remarkable customer service.

This is a fantastic entry level opportunity to our business and the commercial finance industry with an opportunity to learn and then grow within the business.

The role:

We are seeking a highly motivated Account Executive who is keen to engage in a fast-paced role in the commercial and equipment finance industry.

Based on St Kilda Road, opposite the new ANZAC tram station. This is a permanent full-time position, working Monday to Friday (38 hours per week).

You will support a team of Commercial Finance Brokers and assist with the management of finance transactions from start to finish.

Although you will begin in an entry level role (all training will be provided), you will have the opportunity to learn about all areas in our business. The ideal candidate will quickly progress to become a crucial part of the organisation and have the option to focus on the area which they enjoy the most.

You will have the opportunity to learn about all aspects of commercial finance for businesses of all sizes across a wide range of industries.

Each employee is expected to take responsibility for their role while working closely with the rest of the team to provide seamless service to our clients.

Key responsibilities:

This is what the focus will be for the first year.

Record keeping and data entry:

Maintain and organise confidential files, databases and other records.

Input data into our CRM system and submit applications through the various financier portals.

Document generation:

Prepare finance documents and contracts for execution by clients and ensure all documentation prepared and submitted is compliant and accurate.

Generate reports from our CRM.

Prepare and edit correspondence, communications, presentations and other documents.

Customer service:

Liaise with the brokers and key stakeholders (clients, financiers, suppliers, accountants etc.) to ensure all parties are kept up to date throughout the finance process and a “low fuss” approach is taken to complete settlement as efficiently as possible.

Respond to key stakeholder requests and enquiries in a prompt and professional manner.

We are looking for someone who has:

A strong attention to detail and a high level of accuracy.

A positive attitude with an inquisitive nature and willingness to learn.

Excellent numeracy, organisational and problem-solving skills.

Good interpersonal and communication skills to work effectively within a team environment.

The ability to multitask and work independently.

The ability to adapt each task to suit each stakeholder’s needs and requirements.

A long-term career outlook.

Proficiency in Microsoft Excel, Word and Outlook.

A minimum of 1-2 years previous experience working in an office environment (does not need to be finance related).

Why join Halidon Hill Finance?

A chance to make a significant impact on our clients' financial success.

The opportunity to learn about all areas of the Australian Commercial Finance industry.

Competitive salary with ongoing training and professional development.

Fast paced environment where you will be challenged – each client, financier and asset is different with no two transactions being exactly the same.

A great office and team environment.

Growing firm with a collaborative, inclusive and supportive team.

Required:

Permitted to work permanently with no restriction on hours (e.g. citizen or permanent resident).

Police Check to be completed prior to commencing employment.

Salary $70k-$85k plus super based on experience

How to apply:

To apply for the role, please email your Cover Letter and CV to Mary-Grace Butler at [email protected]. Applications close 11 May 2025.