Pear Tree.

Analyst

• Manage and maintain Mercury Nexus (Connective) CRM
• Keep pipelines clean with accurate notes, task tracking, and status updates
• Ensure applications move through correct workflow stages without delays
• Set up new files and provide compliance and administrative support
• Package and prepare mortgage applications for submission
• Check, rename, and organise documents accurately and consistently
• Identify missing or incorrect documentation and resolve issues early
• Prepare supporting documentation for submission and internal review
• Perform accurate data entry across CRM and lender platforms
• Assist with pricing requests
• Prepare and submit AOL (Approval/Authority/Application packs as required)
• Order valuations and track progress through to completion
• Follow up with lenders, solicitors, and conveyancers to keep files progressing
• Track lender conditions, outstanding items, and settlement timelines
• Monitor deadlines and escalate issues proactively
• Provide regular internal updates to ensure visibility across the team

Credit Analyst – Australian Mortgage

Social Media Manager

• As the Paid Social Specialist, you will be responsible for the end-to-end planning and execution of the paid social strategy for a portfolio of clients across multiple platforms, including but not limited to Facebook, Instagram, TikTok & Pinterest.
• Managing client accounts day-to-day involves performance monitoring and continually optimising social media campaigns by analysing datasets.
• You will be required to also review account health and provide actionable recommendations based on trends and key insights.
• Collaborate closely with the Strategist to build and execute a platform strategy for each client account with the aim of optimising performance to achieve overall client goals
• Manage budgets, bids, and optimisation for paid social campaigns across multiple platforms and client accounts in line with key metrics and client performance goals
• Work mainly on the Meta platform (Facebook and Instagram), with occasional requirements for LinkedIn, Pinterest & TikTok
• Create engaging copy, captions and content whilst managing the digital content library. Collaborate with the Copy team when necessary
• Conduct, measure, and implement A/B test results for ad copy and targeting
• Analyse and report social media results to identify successes and opportunities for improvement
• Experiment, collect and analyse data, identify trends and insights in order to achieve maximum ROI for clients.
• Perform traffic analysis in Google Analytics related to paid digital traffic and other sources/ mediums
• Research competitors/market trends/new technologies to improve greater targeting and campaign growth
• Occasional attendance in client meetings to provide technical advice on best practices for the platform
• Work with the wider team to improve and strengthen overall account performance
• Collaborate with the Strategist to plan and execute campaigns that effectively use different channels, ad types, tactics, messaging and creative to drive the ideal outcome for our clients
• Ongoing training and development
• Share the wisdom and provide training, industry and platform insights within the Social team WIPs and wider team

Paid Social Media Specialist, AU Marketing Agency Experience

Graphics Designer

• Create and adapt designs across POS, print, digital, and social platforms
• Produce high-quality finished art for press, digital, and social outputs
• Perform advanced retouching for campaign imagery
• Prepare press-ready and platform-specific exports
• Develop distinctive brand assets and campaign visuals that are both on-brief and creatively original
• Go beyond the brief where possible to add value to client objectives
• Collaborate closely with creative, production, and account teams
• Contribute conceptually to ideas and design direction, not just execution
• Lead and mentor junior designers when needed
• Leverage automation tools, templates, and workflows for high-volume rollouts
• Suggest and implement AI tools and process improvements to drive efficiency
• Maintain brand consistency across formats and markets
• Ensure all work is world-class, user-friendly, and aligned with both business and consumer needs

Senior Graphic Designer

Operations

• Support the private lending team through deal management and broker communication
• Maintain and update the deal pipeline spreadsheet
• Record and track brokers, borrowers, loan amounts, and current deal status
• Call brokers and clients to follow up on loan enquiries
• Track loan maturity dates and contact brokers about repayment plans
• Ensure deals move efficiently through enquiry to settlement
• Monitor competitors and provide brief updates to management
• Help maintain company social media presence

Private Lending Operations Assistant

Executive Assistant

• Manage appointment scheduling and calendar coordination for healthcare providers
• Handle patient inquiries via phone, email, or chat in a professional manner
• Maintain and update patient records, ensuring accuracy and confidentiality
• Assist with medical documentation, forms, and data entry
• Coordinate with doctors, nurses, and other staff for smooth daily operations
• Support telehealth appointments, including booking and basic coordination
• Process administrative tasks such as referrals, billing support, and follow-ups
• Ensure compliance with AU/NZ healthcare standards and privacy regulations

AP - Medical Virtual Assistant

Paralegal

• Provide comprehensive legal and administrative support to solicitors, with a primary focus on property and transactional matters.
• Assist solicitors with the preparation and management of legal files from commencement to completion
• Draft legal documents, correspondence, contracts, settlements, and court or transactional documentation
• Conduct legal and title searches, due diligence, and file reviews
• Liaise with clients, financial institutions, government bodies, agents, and other legal practitioners
• Prepare and lodge documents via PEXA, including settlements and financial adjustments
• Complete and manage SRO Duties Online transactions & ATO forms (e.g. ATO FRCGW & PEXA GST Form), including duty assessments and lodgements
• Prepare settlement statements and coordinate settlement timelines
• Ensure compliance with relevant legislation and procedural requirements
• Manage matters using Smokeball, including:
• File creation and matter workflows
• Document automation and precedents
• Task and deadline management
• Accurately record time, disbursements, and expenses in Smokeball Billing
• Assist with invoicing, trust accounting processes, and end-of-matter reconciliation
• Maintain accurate electronic and physical files
• Ensure compliance with firm policies, confidentiality obligations, and professional standards
• Assist with trust account administration and record-keeping
• Support practice improvements and process optimisation

• Front-End Administration & Data Management (30%):
• Act as the first point of contact for document collection, ensuring all client files are complete and compliant.
• Proactively communicate with clients to bridge "gaps" in information and file all data accurately within the CRM
• Portfolio Management & Client Retention (40%):
• Manage the existing loan book by monitoring pricing, interest-only expiries, and fixed-rate expiries.
• Conduct proactive outreach to ensure every client in the database is contacted at least twice per year, maintaining high retention and satisfaction.
• Executive Support & Ad-hoc Operations (30%):
• Provide high-level support to the Principal Broker, including requesting valuations and obtaining lender pricing for live deals.
• Manage variations and provide critical reminders to the Principal to ensure timely follow-ups on all active opportunities.

Executive Assistant – AU Mortgage Brokerage

Ecommerce

• **Duties and Responsibilities:**
• - Lead creative strategy aligned with business goals including acquisition, retention, product launches, and retail support
• - Develop high-performing direct-response creative for Meta, Google (YouTube/Display), email, and landing pages
• - Define and maintain a consistent, human, and trustworthy brand voice across all channels
• - Edit and refine founder and team-generated content into clear, high-converting assets
• - Leverage customer insights, reviews, and community engagement to inform creative direction and messaging
• - Support product launches with campaign narratives, messaging frameworks, and creative assets
• - Collaborate with media buyers and external partners to brief, review, and optimise creative output
• - Build scalable content systems and frameworks for rapid testing and iteration
• - Ensure full-funnel consistency from ads through to landing pages, email, and conversion points
• - Assist in structuring and optimising landing and product pages for clarity and conversion
• - Develop B2B and retail marketing materials including pitch decks and trade assets
• - Maintain a structured library of creative assets, including hooks, angles, and messaging

Creative Strategist, Editor – E-Commerce

Full-stack Engineer

• Design, develop, and maintain scalable web applications across front-end and back-end systems
• Collaborate with designers, product managers, and other developers to deliver high-quality solutions
• Write clean, efficient, and well-documented code
• Build and integrate APIs, databases, and third-party services
• Ensure application performance, security, and responsiveness
• Troubleshoot, debug, and optimize existing applications
• Participate in code reviews and contribute to best development practices
• Stay up to date with emerging technologies and industry trends

Full-Stack Developer

• Prepare quotes using internal processes
• Measure tiling areas from plans with take-off tools
• Input measurements into pricing spreadsheets for materials and installation rates
• Create and manage job records in Tradify based on quotes or builder orders
• Ensure all job information, measurements, and notes are accurate
• Monitor jobs in Tradify to ensure correct workflow progression
• Identify next actions for each job and progress them accordingly
• Update job schedules when builders adjust timelines
• Maintain accurate job information and notes in the system
• Follow established processes for builder communications
• Provide updates on job progress, scheduling, and changes
• Respond to common builder enquiries using system information
• Record all builder communication within Tradify
• Monitor WhatsApp groups for job-specific updates
• Record key installer updates in the job management system
• Escalate issues to the Operations Manager as needed
• Ensure installers have accurate job information
• Update schedules for builder delays or changes
• Adjust installer schedules accordingly
• Record all schedule changes clearly in the system
• Maintain accurate job records and notes
• Prepare jobs for invoicing post-completion
• Document internal systems and processes
• Ensure jobs progress efficiently through the hub workflow

Operations Coordinator – Administrator

Designer

• Format and roll out campaign creative using assets and direction provided by the Lead Designer.
• Build full campaign asset suites across **digital and physical marketing channels**, including EDMs, social media assets, and in-store POS materials.
• Adapt and resize creative assets across various formats and placements.
• Design and produce **EDMs (Email Direct Marketing)** on a regular basis using established templates and brand guidelines.
• Evolve email layouts creatively while maintaining brand consistency and optimising engagement.
• Translate campaign concepts into different formats for **social media, digital advertising, website placements, and retail environments**.
• Ensure assets meet platform specifications and technical requirements.
• Ensure all campaign assets follow established brand guidelines.
• Maintain strong attention to detail across **layout, typography, visual hierarchy, and asset specifications**.
• Deliver accurate and production-ready creative assets across all marketing channels.
• Work closely with the marketing and design teams to ensure smooth campaign execution.
• Maintain well-organised design files and asset libraries.
• Communicate clearly with internal teams to meet campaign deadlines and production schedules.

Campaign Designer

• Assist with the preparation and review of conveyancing documents, including contracts of sale, transfer documents, and settlement statements.
• Conduct title searches, property searches, and due diligence to support property transactions.
• Manage file setup, document organization, and case management to ensure accurate record keeping.
• Liaise with clients, real estate agents, lenders, and other stakeholders throughout the conveyancing process.
• Assist with the preparation of settlement documents and coordinate settlement timelines.
• Draft correspondence and maintain communication with clients regarding transaction updates.
• Support the legal team with compliance checks and document reviews related to property matters.
• Maintain and update information in legal practice management systems such as Smokeball.
• Ensure all tasks are completed in accordance with Australian/New Zealand conveyancing procedures and timelines.

Conveyancing Paralegal

Financial Crime

• Monitor, review, and ensure compliance with AML/CFT regulations for clients in Australia and New Zealand
• Conduct risk assessments and prepare compliance reports in line with company-approved processes
• Perform customer due diligence (CDD) and enhanced due diligence (EDD) as required
• Assist with internal audits, regulatory reporting, and remediation actions
• Respond to compliance queries from internal teams and support ongoing AML training initiatives
• Maintain accurate records and documentation to ensure audit readiness

AP - AML/Compliance Officer

Accountant

• Oversee end-to-end AP processing, ensuring invoices are paid in line with agreed terms
• Manage accounts inbox and respond to supplier queries promptly
• Process supplier invoices with accurate GL and tax coding
• Liaise with internal departments for invoice approvals
• Prepare and upload supplier payments into banking portal
• Reconcile supplier statements and company credit card transactions
• Oversee AR portfolio, ensuring timely collection of outstanding invoices
• Partner with Sales team to review and process retailer claims
• Issue account statements and follow up overdue payments
• Maintain daily bank reconciliations and cash allocation
• Assist with cash flow forecasting based on expected receipts
• Prepare and maintain general ledger reconciliations
• Produce weekly AR/AP reports highlighting overdue items and action plans
• Assist with month-end close and preparation of journal entries
• Support ad hoc management reporting
• Contribute to finance process improvements and system enhancements
• Maintain accurate employee records
• Prepare monthly payroll summaries and upload payment files
• Monitor leave balances and maintain leave records
• Submit payroll tax filings and quarterly superannuation payments
• Process WorkCover filings

Junior Accountant – AU Market

Engineer

• Develop, maintain, and update detailed project schedules for internal and production projects.
• Monitor project progress and identify potential schedule risks or delays.
• Prepare accurate progress reports, resource allocation plans, and milestone tracking.
• Ensure all planning activities comply with company and industry standards.
• Collaborate with internal teams to support project execution and operational workflows.
• Respond to scheduling queries via the Project Manager or Senior Planning Engineer.
• Support continuous improvement of planning processes and reporting methods.