Client Services Administrator

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Client Website: https://www.5elk.com/

Work Schedule: Dayshift, Fixed weekends off

We are looking for a ๐‚๐ฅ๐ข๐ž๐ง๐ญ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ ๐€๐๐ฆ๐ข๐ง๐ข๐ฌ๐ญ๐ซ๐š๐ญ๐จ๐ซ 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.
๐˜๐จ๐ฎ๐ซ ๐ซ๐ž๐ฌ๐ฉ๐จ๐ง๐ฌ๐ข๐›๐ข๐ฅ๐ข๐ญ๐ข๐ž๐ฌ ๐ฐ๐ข๐ฅ๐ฅ ๐ข๐ง๐œ๐ฅ๐ฎ๐๐ž:
โšˆEnsure client data is accurately recorded in all business systems according to agreed processes (CRM Management)
โšˆTranscribe voice recorded file notes
โšˆAccurate and timely preparation of various reports
โšˆPrepare client communication
โšˆEnsure applications and other client documentation are completed and lodged according to business processes
โšˆLiaise with financial institutions (ie banks, fund managers or insurance providers etc)
โšˆProvide back-office administration and support
๐๐ฎ๐š๐ฅ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง๐ฌ:
โšˆA degree in Accounting or Business Administration (or equivalent)
โšˆRelevant working experience (at least 2-3 years) in Accounting, Bookkeeping, Insurance, Bank, or any equivalent
โšˆExcellent communication skills
โšˆHigh attention to detail
โšˆKnowledgeable in any financial, banking or accounting systems such as Quickbooks, Xero, Peachtree, SAP, Xplan etc (preferred but not required)
โšˆExceptional numeracy skills, with the ability to prepare and analyse a range of financial reports
โšˆWilling to undergo a 1-month training
๐—ช๐—ต๐—ฎ๐˜โœ๐˜€ ๐—ถ๐—ป ๐—ถ๐˜ ๐—ณ๐—ผ๐—ฟ ๐˜†๐—ผ๐˜‚?
โšˆWork from Mondays to Friday only (fixed dayshift schedule and weekends off)
โšˆPaid Australian holidays
โšˆCompetitive compensation
โšˆ2 weeks of vacation in December
โšˆMonthly awards and company events
โšˆPersonalised learning & development program, coaching and mentoring by qualified and experienced professionals
โšˆModern fit-out & workstation designed for Covid-19 prevention
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