Total 27 Senior Executive pr officer job vacancies in Laverton North, Victoria

As a Senior Collections Officer, you will negotiate payment plans, manage overdue accounts, assess for legal escalation, and handle financial hardship cases. You’ll also oversee accounts in liquidation or bankruptcy, address escalations, and maintain compliance with debt collection laws while collaborating with the team.

What you will be doing:

• Work directly with customers to negotiate affordable and sustainable payment arrangements that aim to bring overdue accounts back into good standing.
• Employ skip tracing techniques and tools to locate customers
• Conduct thorough reviews of accounts, analysing payment histories, previous collection efforts, and current financial status to determine the best course of action for recovery.
• Assess when accounts should be escalated to external solicitors or collection agencies for legal action. Prepare and present supporting documentation, including payment history, due diligence, and any efforts made to resolve the debt before escalation.
• Evaluate and manage financial hardship cases, conducting Statements of Financial Position and determining the best solutions for both the customer and the business.
• Handle administrative tasks related to accounts under liquidation or bankruptcy
• Be the first point of contact for escalated cases, resolving complex or sensitive customer issues with professionalism and expertise.
• Collaborate effectively with team members to provide guidance on challenging accounts.
• Maintain accurate and detailed records of customer interactions, payment plans, and legal processes. Regularly report on account statuses, escalations, and recovery progress to the Collections Manager and Head of Collections.
• Stay informed of relevant laws and regulations related to debt collection, bankruptcy, and financial hardship to ensure all actions comply with industry standards.

About the job

• Full Time Permanent position located in Melbourne CBD (Collins Street)
• Join a Global Equity Specialist and ensure adequate support for internal and external stakeholders.
• Broad scope of responsibilities – highly visible position across the firm.

About Us

Bell Asset Management is a leading global equity specialist that has been managing and researching companies since 2003. We strive to deliver consistent performance outcomes and superior service to our clients. We have a long and proven track record in managing global equities in a range of market conditions, across all market cycles. Our team are focused, high performing, driven and contributing every day to our culture that champions collaboration, integrity and authenticity. We create an environment in which people have broad roles, are given accountability, and feel a sense of accomplishment in the work they do.

About the Opportunity

The Senior Investor Services Officer reports to the Head of Finance and will have exposure to all aspects of the Firm, including the Strategy & Distribution team, Equity Operations team, Compliance and the Finance team. This position ensures that adequate support exists within the business to meet and satisfy internal and external client expectations to a high standard.

Responsibilities

• Provide client services and escalated registry services to Investors in our retail and institutional funds. This position acts as the SME for fund investors, platforms, channels, and dealer groups.
• Liaise with external unit registry stakeholders to deal with all escalations including dealing directly with clients where required.
• Monitor the "Client" inbox and customer service phone line to ensure timely responses to all enquiries.
• Complete daily, weekly, monthly tasks i.e., daily prices, weekly sales update, monthly reporting, and quarterly flows.
• Reviewing, preparing, and approving the platform rebate calculations, management fee rebates and external distribution partner fee calculations.
• Effectively manage risks associated with your role, responsibilities, and broader business environment. This includes adhering to all to external regulations and guidelines, and internal policies, procedures, codes, and guidelines.

About You - Our Ideal Candidate

Most importantly, as we are a boutique firm, we have smaller team environment and therefore a proactive approach and hands-on mentality is key to your overall success. We value collaborative candidates that are keen to contribute to our overall culture, environment and success.

• At least 5 years of relevant experience in managed fund registry operations and/or client services in Australia is essential. Experience within an investment firm is preferred however not required.
• Experience in managing AML, CRS and similar KYC documentation is an advantage, along with other AML experience.
• Investment product knowledge in provision of client reporting relating to funds, SRS reporting, researcher and MDS reporting requirements is useful.
• Relevant higher education qualification within financial services or related field.
• Given the boutique but global nature of our business and client base, this role will require, at times, flexibility of working outside of standard hours.
• Strong decision-making skill set based upon a mixture of analysis, experience, and judgement.
• Ability to identify matters for escalation, and identification and handling of errors and complaints.
• Strong technical ability across all Microsoft platforms such as Word, PowerPoint and Excel.

How to Apply

If you are ready to take on an exciting challenge and have a passion for Investment and relationship building, we want to hear from you. Apply now by submitting your resume and a cover letter. Should you have any questions regarding this opportunity, please reach out to Chloe Baker at [email protected].

No agencies please.

Equal Access to High-Quality Education Moves Our World Forward

Meet Cadmus!

At Cadmus, we believe every student should have equal opportunity to achieve academic excellence; that’s why we’re changing how the world learns!

Cadmus is a global EdTech company purposefully built for the higher education sector to break down global learning barriers by providing educators and diverse student cohorts with access to high-quality learning and assessment. Built on rich, student-centric values, Cadmus empowers individuals to achieve their highest potential and graduate with the critical skills and knowledge to profoundly impact our workforces, communities, and evolving world.

A Bold Plan for Global Impact

At Cadmus, we’re working hard in pursuit of an ambitious, world-shaping goal: to provide 1 billion students with access to high-quality education by 2050.

That’s why we need a high-performing Executive Officer to join our team and support our CEO and senior executive team.

At Cadmus, we’re doing a lot of great work rapidly to create a profound impact on our world through the power of education. With Cadmus currently being used in 50+ countries, we’re looking for an Executive Support Officer who is passionate about supporting leadership to achieve topline company objectives.

Reporting to the Chief Executive Officer, our Executive Support Officer will:

• Secure meetings with potential new customers and pipeline customers by working with the Business Development team to liaise with senior stakeholders to win meetings.
• Organise travel for executive, business development, and international team members, with seamless connections and the best deals, to ensure effective sales trips and collaborative team engagements.
• Provide a first line of screening for all hiring candidates before they proceed to subsequent stages of hiring.
• Manage all human resource, payroll, accounting and reconciliation actions by engaging with staff, bookkeepers, and accountants.
• Support the team to work remotely locally and internationally, by owning the administrative actions, including office space, work spaces, and equipment.

Professional Skills

• Effective Communication: Demonstrate adeptness in both written and verbal communication. Craft persuasive emails to secure important outcomes such as meeting bookings, and employ convincing phone conversations to schedule crucial appointments.
• Information Synthesis and Prioritization: Display the ability to synthesize research findings and prioritize information effectively.
• Talent Spotting: Showcase a keen eye for talent. Evaluate candidates' values, skills, and experience to determine their suitability for specific roles within the organization.
• Detail-Oriented Acumen: Exhibit meticulous attention to detail in financial, HR and accounting matters. Ensure accuracy in numerical data, minimize costs, and adeptly identify cost-saving opportunities.
• Strategic Decision-Making: Highlight your capacity to assess multiple options and navigate through switching costs. Make informed decisions that align with organisational goals while considering potential challenges and benefits.

Professional Experiences

• Holds a bachelor's degree from a leading university
• You have 10+ years of experience in accounting, sales, operations and hiring
• Cross-Geography Logistics and Administration: Adept at organizing and streamlining logistics and administrative tasks for teams operating across diverse geographical locations. Demonstrated ability to ensure seamless operations and effective coordination despite geographical challenges.
• End-to-End Team Building: Demonstrated ability to assemble and nurture high-performing teams from recruitment stages to achieving management levels. Experience encompasses comprehensive team-building processes, including recruitment, training, and developing team members into managerial roles.
• Comprehensive Corporate Management: Proven proficiency in overseeing vital organizational functions, encompassing accounting, bookkeeping, HR, and payroll. Successfully managed and ensured the accuracy and efficiency of financial and human resources operations within the company.
• Multi-Zone Project and Personnel Management: Successful experience in orchestrating projects and managing personnel across multiple time zones. Demonstrated capability to lead teams, collaborate across diverse timeframes, and deliver exceptional results in a globally distributed work environment.

• A remote-friendly, flexible working culture; where you can work from any global location
• Learning allowances; because we don’t just have words on a website, we genuinely do what we say and provide educational opportunities to all (including the Cadmus team)
• A diverse and inclusive workplace where there are no barriers to anyone succeeding
• A surrounding team of mission-driven individuals who genuinely love what they do
• Mentoring and succession planning for your career
• Pats from Homer, our resident (and super cute) dog!

Cadmus is a remote-friendly company, and this role is open to candidates in Melbourne or remote from anywhere in Australia.

Hiring Process

Please apply online with your resume, and instead of a cover letter, we would love you to answer a few questions.

Our interview process consists of a recruiter phone screen, a hiring manager interview, a homework task and a panel interview. These will be completed in person or online (via Zoom).

While we review your application, get to know us by visiting cadmus.io/careers (complete our values quiz!) and following our social channels (Linkedin, Facebook and Twitter).

Inclusivity at Cadmus

At Cadmus, we hire great people from a wide variety of backgrounds because it makes our company stronger. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, or disability status. If you share our values and our enthusiasm for education, you will find a home at Cadmus.

If you need assistance or accommodations made due to a disability, please let us know.