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This Accounts Administrator role is suited to an experienced finance professional who understands the operational requirements of a financial services environment. This is a dual-focus position, combining core finance responsibilities with a significant Lending Administrator function (approximately 0.5 FTE). You will play a key role supporting the Lending Team and Client Engagement Team, ensuring loan transactions are processed accurately and efficiently and that client administration is handled to a high standard. Working closely with the Finance Manager and lending staff, you’ll help ensure smooth day-to-day operations, maintain strong financial controls, and support compliance requirements.
Job Responsibility:
Daily bank reconciliations and cash processing
Accounts payable, invoicing, and general finance administration
Maintain accurate financial records within Xero and Finpower
Assist with month-end processes and reporting
Identify process improvements and strengthen financial controls
Support the Lending Team with loan setup, drawdowns, and repayments
Prepare and process lending documentation and system entries
Maintain accurate loan records and client information
Coordinate closely with the Client Engagement Team on client transactions and queries
Monitor lending transactions to ensure accuracy, completeness, and compliance
Provide administrative support across the lending lifecycle
Requirements:
Proven experience in accounts or finance administration within financial services
Experience supporting loan administration, credit processing, or lending operations
Strong understanding of reconciliations, cash management, and financial transaction processing
Excellent attention to detail and a high level of accuracy
Confidence working with financial systems (Xero, loan management systems, or similar)
A proactive approach with the ability to take ownership and work independently
Strong communication skills and a professional, client-focused mindset
What we offer:
Part of a collaborative and values-driven organisation
Work directly supports lending that makes a real difference in communities
Professional, supportive, and focused on continuous improvement culture
Broad exposure across finance and lending operations within a stable, purpose-led financial institution