Client Service Administrator – Financial Planning

5 ELK 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.

  • Bachelor of Accounting, Accounting Management, Accounting Technology, Commerce,
  • Business Administration (or equivalent)
  • Willingness to undergo 4 weeks of paid training
  • 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
  • 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
  • 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
  • Above-average salary that commensurate with your skills and experience;
  • HMO with 200k benefits, group life insurance cover for you and your dependent. As well as an option to include additional dependent from start date;
  • Employee Wellness Program including Legal Guidance
    Behavioural Health and Financial Guidance
  • Personalised learning and development program;
  • Coaching and mentoring by qualified and experienced professionals; and
  • Modern fit-out and workstation
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