Client Website: https://www.5elk.com/
Work Schedule: Dayshift, Fixed weekends off
We are looking for a ๐๐ฅ๐ข๐๐ง๐ญ ๐๐๐ซ๐ฏ๐ข๐๐๐ฌ ๐๐๐ฆ๐ข๐ง๐ข๐ฌ๐ญ๐ซ๐๐ญ๐จ๐ซ to work closely with our Financial Planners and provide back-office support.
5 ELK creates an awesome working environment for people who are passionate about their careers and committed to providing quality outputs.
Working closely with financial planners, the Client Services Administrator will work within the business to provide back-office administration and professional support.
๐๐จ๐ฎ๐ซ ๐ซ๐๐ฌ๐ฉ๐จ๐ง๐ฌ๐ข๐๐ข๐ฅ๐ข๐ญ๐ข๐๐ฌ ๐ฐ๐ข๐ฅ๐ฅ ๐ข๐ง๐๐ฅ๐ฎ๐๐:
โEnsure client data is accurately recorded in all business systems according to agreed processes (CRM Management)
โTranscribe voice recorded file notes
โAccurate and timely preparation of various reports
โPrepare client communication
โEnsure applications and other client documentation are completed and lodged according to business processes
โLiaise with financial institutions (ie banks, fund managers or insurance providers etc)
โProvide back-office administration and support
๐๐ฎ๐๐ฅ๐ข๐๐ข๐๐๐ญ๐ข๐จ๐ง๐ฌ:
โA degree in Accounting or Business Administration (or equivalent)
โRelevant working experience (at least 2-3 years) in Accounting, Bookkeeping, Insurance, Bank, or any equivalent
โExcellent communication skills
โHigh attention to detail
โKnowledgeable in any financial, banking or accounting systems such as Quickbooks, Xero, Peachtree, SAP, Xplan etc (preferred but not required)
โExceptional numeracy skills, with the ability to prepare and analyse a range of financial reports
โWilling to undergo a 1-month training
๐ช๐ต๐ฎ๐โ๐ ๐ถ๐ป ๐ถ๐ ๐ณ๐ผ๐ฟ ๐๐ผ๐?
โWork from Mondays to Friday only (fixed dayshift schedule and weekends off)
โPaid Australian holidays
โCompetitive compensation
โ2 weeks of vacation in December
โMonthly awards and company events
โPersonalised learning & development program, coaching and mentoring by qualified and experienced professionals
โModern fit-out & workstation designed for Covid-19 prevention