Financial Planning/Client Service Administrator
9 months ago
Do you want to work with some of Australia's best financial planning businesses? Embark on a fulfilling and engaging career. Earn as much as 23K + ge..
- Do you want to work with some of Australia's best financial planning businesses?
- Embark on a fulfilling and engaging career.
- Earn as much as 23K + generous benefits + personalized learning and development.
This is a dayshift, full-time role with weekends off.
ABOUT BSA
We are a talent outsourcing company with offices in the Philippines. We guide, inspire, and empower young talents to be the heroes that drive business growth. We are more than just a workplace, we are a family. We create a satisfying work environment, one that you'll look forward to coming to every day — a place where the best and brightest minds meet to build a community of successful companies.
ABOUT THE CLIENT
5 ELK creates an awesome working environment for people who are serious about their career and committed to providing exceptional customer service.
ABOUT THE ROLE
The Client Service Administrator will go through a paid training program when one starts. You will be working with financial advisers in Australia to provide back-office administration and professional support by playing an instrumental role in helping people achieve their financial goals.
RESPONSIBILITIES
- Ensure client data is accurately recorded in all business systems according to agreed processes (CRM Management)
- Accurate and timely preparation of various reports.
- Prepare client communication.
- Ensure applications and other client documentation is completed and lodged according to business processes.
- Liaise with financial institutions (i.e., banks, fund managers or insurance providers etc.)
- Provide back-office administration and support.
Your application will be processed through 5 ELK.
- Bachelor’s Degree in Accounting, Accounting Management, Accounting Technology, Commerce, Business Administration
- Less than a year experience is considered.
- Willingness to undergo 4 weeks of Paid Training
- Intermediate to Advanced knowledge of the Microsoft suite
- Excellent verbal and written English communication skills
- Good with numbers and analytical
- Highly organized with strong attention to detail
- Knowledge of the financial services, banking or accounting would be advantageous
Our Client benefits:
- Fixed Dayshift Schedule and Weekends Off
- Australian Holidays off and get to enjoy Christmas and New Year
- Competitive Compensation Package
- HMO with 200k benefits, plus 1 dependent when you start
- Monthly Awards and other Incentives
- Company Events and Employee Wellness Programs
- Personalised learning and development program
- Coaching and mentoring by qualified and experienced professionals
- Modern fit-out and workstation
Official account of Jobstore.
