At a Glance
- Tasks: Coordinate settlements and manage documentation for novated leasing processes.
- Company: Join Australia’s leading provider of Employee Management Services.
- Benefits: Enjoy Smart Leave, free lunches, and paid volunteer days.
- Other info: Diverse and inclusive workplace with growth opportunities.
- Why this job: Make a difference while supporting fellow Australians in essential services.
- Qualifications: 1+ year in finance or compliance, strong customer service skills.
The predicted salary is between 30000 - 40000 £ per year.
Look forward to working with Australia’s leading and most trusted provider of Employee Management Services, making the benefits of salary packaging, novated leasing, and fleet management readily available to employers and their employees.
Working at Smartgroup offers more than a job. It is a dynamic workplace that matches the enthusiasm for the work you do and ambition for an exciting fast-paced career. Every day you will be part of a team that helps support fellow Australians - many working in essential services, corporates, government, and not-for-profits - to take home more money in their pay packets.
Do you have what it takes to become a Smartgroup Settlements Coordinator? Are you detail-driven and process-oriented with a knack for managing documentation and credit workflows? We’re looking for a Settlements Coordinator to join our operations team, supporting the novated leasing process through to settlement—ensuring accuracy, compliance, and efficiency every step of the way. This is a customer-facing role, ideal for someone who thrives in customer service, managing documentation, liaising with internal teams and external stakeholders, and ensuring all settlement processes are completed to the highest standard.
Key Responsibilities include:
- Prepare and issue finance and leasing documentation with precision and timeliness
- Attend to both inbound and outbound customer calls and emails
- Manage the end-to-end novated lease settlement process, including responsibility for a pipeline of deals
- Liaise with customers, financiers, employers, and dealers to ensure all documentation is complete and compliant
- Monitor and follow up on outstanding documents to ensure timely settlements
- Ensure all data entry and system updates are accurate and aligned with compliance standards
- Collaborate with internal sales and operations teams to support seamless post-sale fulfilment
- Maintain confidentiality and adhere to all privacy and regulatory requirements
What you will bring:
- 1+ year experience in finance, or compliance-based role
- Proven Customer Service experience and ability
- Strong attention to detail and ability to manage multiple tasks under tight deadlines
- Excellent organisational and time management skills
- Familiarity with credit application processes or leasing documentation (preferred)
- Strong written communication skills and ability to work independently
- Comfortable working in a structured, process-driven environment
- Proficiency with internal systems and documentation workflows
What’s in it for you?
- Smart Leave, an additional week of leave each year
- Free lunch every week
- Up to 20 weeks Paid Parental Leave with superannuation contributions and a Return-to-Work Bonus
- Make a Difference Days – paid days off to volunteer for the community and environment
- Discounted retail vouchers
- Salary packaging and novated leasing benefits (of course!)
- Free flu vaccinations
- Employee Share Plan
Grow with Purpose
At Smart, we’re driven by purpose and performance. We support individual and team growth via varied learning opportunities, open communication, and leaders who work to get the basics right – quality and regular one to ones, clear goals and success metrics, and growth conversations.
Show us you have what it takes
If this sounds like the opportunity for you and you have something to offer, we’d love to hear from you. APPLY ONLINE today. Our Talent Acquisition team will be in touch to discuss next steps. If you require any adjustments to the recruitment process or are seeking part-time work, let us know—we’re here to understand.
Our Commitment to Diversity and Inclusion
Everyone belongs and is welcome at Smart. We welcome people from diverse backgrounds to join our team, including Aboriginal and Torres Strait Islander peoples, veterans, people with disability, people who identify as LGBTQ+, all gender identities, and people of any socioeconomic status, age, race, national origin or ethnicity.
Our commitment to Diversity & Inclusion is reflected in the external recognition we’ve received, including being named:
- WGEA Employer of Choice for Gender Equality since 2019
- DCA Inclusive Employer 2025 – 2026
- Silver Employer on the Australian Workplace Equality Index
We’re also members of the Reconciliation Action Plan network, with a RAP at Innovate level.
Please note: all successful candidates will be required to complete background checks including a police clearance prior to confirmation of employment. Candidates must have unlimited Australian work rights to be considered for this role. Respectfully, no agencies please.
Settlement Coordinator employer: Smart Group
Smartgroup is an exceptional employer that fosters a dynamic and inclusive work environment, where employees are empowered to make a meaningful impact on the lives of fellow Australians. With a strong focus on employee wellbeing, growth opportunities, and a commitment to diversity, Smartgroup offers unique benefits such as Smart Leave, free lunches, and paid volunteer days, all while supporting a culture of continuous improvement and collaboration. Join us in transforming data into valuable insights and be part of a team that values your contributions and ambitions.
StudySmarter Expert Advice🤫
We think this is how you could land Settlement Coordinator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Smart Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Settlement Coordinator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Smart Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Smart Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Smart Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Smart Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Smart Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Smart Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
