Financial Planning/Client Service Administrator
Vor 5 Tagen
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 BSABSA 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 CLIENT5ELK 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 5ELK today
ABOUT THE ROLEAs 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.
RESPONSIBILITIESAccurately 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 REQUIREMENTSA 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.CLIENT BENEFITS :Fixed Dayshift Schedule and Weekends OffAustralian Holidays off and get to enjoy Christmas and New YearCompetitive Compensation PackageHMO with 200k benefits, plus 1 dependent when you startMonthly Awards and other IncentivesCompany Events and Employee Wellness ProgramsPersonalized learning and development programCoaching and mentoring by qualified and experienced professionalsModern fit-out and workstation #J-18808-Ljbffr
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