Financial Planning/Client Service Administrator
vor 1 Monat
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 23 K + 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 5 ELK 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 5 ELK, 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.
MINIMUM REQUIREMENTS 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 Power Point.
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 #J-18808-Ljbffr
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