Financial Planning/Client Service Administrator
vor 3 Wochen
- 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
BSA Solutions offers talent outsourcing services to small and medium-sized businesses. We provide access to highly skilled professionals, enabling global businesses to build their dream teams in the Philippines and Malaysia. Our vision is to create a community of successful companies where talented individuals can meet and collaborate. We encourage our talents to push their limits, embrace their potential, and passionately pursue greatness. We pride ourselves on delivering exceptional results to our clients through our personalised service and our in-depth knowledge of the markets we serve.
ABOUT THE CLIENT
5ELK is a leading outsourcing solution specializing in helping financial services businesses in Australia and the UK build high-performing offshore teams. As part of our team, you'll have the chance to work with industry experts, receive hands-on training, and contribute to the growth and success of our clients' businesses. Join us in scaling, growing, and increasing profitability while enjoying a supportive and professional work environment. Take the next step in your career and apply for a job with 5 ELK today
ABOUT THE ROLE
As a Client Service Administrator at 5ELK, you'll have the opportunity to undergo a comprehensive paid training program upon joining our team. In this role, you'll collaborate closely with financial advisers in Australia, playing a vital part in delivering exceptional back-office administration and professional support. Your contributions will directly help individuals achieve their financial goals.
RESPONSIBILITIES
- Accurately record client data in various business systems, following established processes for CRM management.
- Prepare reports promptly and with precision.
- Assist in client communication, ensuring accuracy and timeliness.
- Complete applications and other client documentation in adherence to established business processes.
- Coordinate with financial institutions such as banks, fund managers, and insurance providers.
- Provide comprehensive back-office administration and support to facilitate smooth operations.
- A Bachelor's Degree in Accounting, Accounting Management, Accounting Technology, Commerce, or Business Administration.
- Fresh graduates or individuals with less than one (1) year of work experience will also be considered.
- Willingness to undergo a comprehensive 4-week paid training program.
- Intermediate to advanced knowledge of the Microsoft suite, including Excel, Word, and PowerPoint.
- Excellent verbal and written communication skills in English.
- Strong numerical and analytical abilities.
- Highly organized with exceptional attention to detail.
- Knowledge of the financial services, banking, or accounting industry 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
-
Client Services Administrator
Vor 7 Tagen
City of Monash, Österreich Charterhouse Recruitment (Australia) VollzeitClient Services AdministratorBoutique Financial Services Firm (Accounting)$75 + super + BonusSupportive and growing cultureMulgrave location (Parking On site)Hybrid workingAn experienced Client Services Administration with ATO and ASIC experience, working for a boutique Accounting Firm, Mulgrave locationAbout the CompanyA great opportunity for an experienced...
-
Snr Client Services Administrator
vor 1 Monat
City of Greater Dandenong, Österreich Charterhouse Recruitment (Australia) VollzeitSnr Client Services AdministratorBoutique Financial Services Firm $75 + super + BonusSupportive and growing cultureMulgrave location (Parking On site)Hybrid workingAbout the Company A great opportunity for an experienced Client Services Administrator who is looking to take the next step. Overseeing the day to day administration operations, while building and...
-
Snr Client Services Administrator
vor 4 Wochen
City of Greater Dandenong, Österreich Charterhouse Recruitment (Australia) VollzeitSnr Client Services AdministratorBoutique Financial Services Firm $75 + super + BonusSupportive and growing cultureMulgrave location (Parking On site)Hybrid workingAbout the Company A great opportunity for an experienced Client Services Administrator who is looking to take the next step. Overseeing the day to day administration operations, while building and...
-
Trainee Financial Adviser
vor 4 Wochen
City of Melbourne, Österreich Lime People Search & Select Ltd VollzeitMy client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very...
-
Trainee Financial Adviser
vor 4 Wochen
City of Melbourne, Österreich Lime People Search & Select Ltd VollzeitMy client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very...
-
Wollongong City Council, Österreich Ensombl VollzeitWe launched our business 3 years ago at UOW Innovation Campus and our focus is on delivering holistic financial planning services to the Illawarra community with a client values driven focus for investment decisions. Our business exists to help friends, family, and our local community through financial advice towards the future they desire.Our small team of...
-
Wollongong City Council, Österreich Ensombl VollzeitWe launched our business 3 years ago at UOW Innovation Campus and our focus is on delivering holistic financial planning services to the Illawarra community with a client values driven focus for investment decisions. Our business exists to help friends, family, and our local community through financial advice towards the future they desire.Our small team of...
-
Service Administrator – Brisbane
vor 3 Wochen
Brisbane City, Österreich De Air VollzeitService Administrator Are you highly organised with great attention to detail? Do you have previous experience working in a Servicing Department, scheduling jobs for technicians? Are your customer service and administrative skills second to none? D&E Air Conditioning are one of Australia's leading Air Conditioning and Mechanical Services organisations...
-
Financial Planning
vor 3 Wochen
Brisbane City, Österreich P&C Partners Pty Ltd VollzeitSalary negotiable depending on skills & experience Relatively new to the Australian market, this US headquartered business services clients across most continents. Its reputation as an industry leader is built upon decades of consistently delivering exceptional results and pioneering innovations. With a vast network of operations and a substantial...
-
Client Retention Officer
vor 1 Woche
Wollongong City Council, Österreich Optimum Health Solutions VollzeitClient Retention Officer - Administrator Administrative Assistants (Administration & Office Support) Administrator - Client Retention OfficerMultidisciplinary Allied Health TeamPart Time opportunity available 16-20 per weekAbout UsOptimum Health Solutions is Australia’s leading preventative Allied Health service providing holistic multidisciplinary care...
-
Junior IFA Administrator
vor 4 Wochen
City of Melbourne, Österreich Lime People Search & Select Ltd VollzeitMy client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the...
-
Junior IFA Administrator
vor 4 Wochen
City of Melbourne, Österreich Lime People Search & Select Ltd VollzeitMy client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the...
-
Team Leader – Financial Planning
vor 3 Wochen
Brisbane City, Österreich Multicultural Australia VollzeitManagement Accounting & Budgeting (Accounting) Multicultural Australia helps thousands of individuals from refugee, migrant, and asylum seeker backgrounds each year find their place in communities and organisations across Queensland. Our passionate team delivers culturally informed and person-centred care that meets the direct needs of our clients and...
-
Apprentice Financial Client Services Executive
vor 1 Monat
City of Melbourne, Österreich Winner Recruitment VollzeitExciting Apprenticeship Opportunity: Trainee Client Service Apprentice I'm thrilled to present an exceptional apprenticeship opportunity on behalf of our esteemed client in the financial services sector. 7 Our client, a dynamic firm dedicated to delivering top-notch client service, is eagerly seeking a motivated individual to join their team as a Trainee...
-
Senior Internal Auditor
vor 4 Wochen
Brisbane City, Österreich Financial Advisory Services VollzeitAbout the job Senior Internal Auditor - Financial AdvisorySenior Internal Auditor Financial Advisory ServicesLocation: BrisbaneType: Full-timeOur client, a major Financial Advisory Services Group, is seeking a Senior Internal Auditor to bolster their Internal Audit team based in Brisbane. If you're a motivated individual with a knack for tackling challenges...
-
Financial Adviser
vor 1 Monat
Gold Coast City, Österreich Zero Gravity Media Pty VollzeitTo apply please email your resume to chris@superguy.com.auWhy Do We Need You?Our advice firm Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced Financial Adviser to join our dynamic team.What...
-
Financial Adviser
vor 4 Wochen
Gold Coast City, Österreich Zero Gravity Media Pty VollzeitTo apply please email your resume to chris@superguy.com.auWhy Do We Need You?Our advice firm Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced Financial Adviser to join our dynamic team.What...
-
Service Administrator
vor 1 Monat
Brisbane City, Österreich BOSS Plow VollzeitWe are seeking a dedicated and customer-oriented individual to join our Equipment team as a Service Administrator. You'll report to the Service Manager and handle service requests from our customers, responsible for providing administrative support, coordinating customer job cards, ordering parts, managing trade-ins and processing invoices to ensure the...
-
CONTRACT ADMINISTRATOR | Client Side
vor 1 Monat
Logan City, Österreich Contec Recruitment VollzeitAdd expected salary to your profile for insights An outstanding opportunity has arisen to join Queensland’s leading Project Management consultancy. They have secured major new projects in Brisbane, spanning the latest in infrastructure, high rise residential, health and retail. The company provides independent project management, dispute and development...
-
CONTRACT ADMINISTRATOR | Client Side
vor 4 Wochen
Logan City, Österreich Contec Recruitment VollzeitAdd expected salary to your profile for insights An outstanding opportunity has arisen to join Queensland’s leading Project Management consultancy. They have secured major new projects in Brisbane, spanning the latest in infrastructure, high rise residential, health and retail. The company provides independent project management, dispute and development...
