Client Service Administrator

5ELK creates an awesome working environment for people who are serious about their career and
committed to providing exceptional customer service. We work with financial planners in Australia
to provide back-office administration and professional support by playing an instrumental role in
helping people achieve their financial goals.

REQUIREMENTS:
  • Bachelor of Accounting, Accounting Management, Accounting Technology, Commerce,
  • Business Administration (or equivalent)
  • Advanced knowledge of the Microsoft suite
  • Strong communication both verbal and written English
  • Exceptional numeracy skills, with the ability to prepare and analyse a range of financial
    reports
  • Highly organized with strong attention to detail
  • Previous experience as a virtual assistant, preferable working for a foreign client
  • Knowledge of the financial services, banking or accounting would be advantageous
RESPONSIBILITIES
  • Ensure client data is accurately recorded in all business system 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 is completed and lodged according to business processes
  • Liaise with financial institutions (i.e. banks, fund managers or insurance providers etc.)
  • Provide back-office administration and support
WHY SHOULD YOU APPLY?
  • Above-average salary that commensurate with your skills and experience;
  • HMO with 220k benefits, group life insurance cover for you and your dependent. As well as an option to include additional dependent from start date;
  • Personalised learning and development program;
  • Coaching and mentoring by qualified and experienced professionals;
  • Modern fit-out and workstation designed for COVID-19 prevention;
  • Transport service available; and
  • Options to be Office based or WFH within Cebu City (temporary arrangement)
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