Client Services Administrator

We are looking for a 𝐂𝐥𝐢𝐞𝐧𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐀𝐝𝐦𝐢𝐧𝐢𝐬𝐭𝐫𝐚𝐭𝐨𝐫 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.

𝐘𝐨𝐮𝐫 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬 𝐰𝐢𝐥𝐥 𝐢𝐧𝐜𝐥𝐮𝐝𝐞:

⚈Ensure client data is accurately recorded in all business systems according to agreed processes (CRM Management)

⚈Transcribe voice recorded file notes

⚈Accurate and timely preparation of various reports

⚈Prepare client communication

⚈Ensure applications and other client documentation are completed and lodged according to business processes

⚈Liaise with financial institutions (ie banks, fund managers or insurance providers etc)

⚈Provide back-office administration and support

𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬:

⚈A degree in Accounting or Business Administration (or equivalent)

⚈Relevant working experience (at least 2-3 years) in Accounting, Bookkeeping, Insurance, Bank, or any equivalent

⚈Excellent communication skills

⚈High attention to detail

⚈Knowledgeable in any financial, banking or accounting systems such as Quickbooks, Xero, Peachtree, SAP, Xplan etc (preferred but not required)

⚈Exceptional numeracy skills, with the ability to prepare and analyse a range of financial reports

⚈Willing to undergo a 1-month training

𝗪𝗵𝗮𝘁❜𝘀 𝗶𝗻 𝗶𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂?

⚈Work from Mondays to Friday only (fixed dayshift schedule and weekends off)

⚈Paid Australian holidays

⚈Competitive compensation

⚈2 weeks of vacation in December

⚈Monthly awards and company events

⚈Personalised learning & development program, coaching and mentoring by qualified and experienced professionals

⚈Modern fit-out & workstation designed for Covid-19 prevention