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Financial Planning and Client Service Coordinator

2 months ago

Brisbane, Queensland, Australia BSA Solutions Inc Full time
About BSA Solutions Inc

BSA Solutions Inc is a leading provider of talent outsourcing services to small and medium-sized businesses. Our mission is to deliver exceptional results to our clients through our personalized service and in-depth knowledge of the markets we serve.

About the Client

Our client, 5 ELK, is a specialized outsourcing solution that helps financial services businesses in Australia and the UK build high-performing offshore teams. As a Client Service Administrator at 5 ELK, you will have the opportunity to work with industry experts, receive hands-on training, and contribute to the growth and success of our clients' businesses.

About the Role

As a Client Service Administrator, you will play a vital part in delivering exceptional back-office administration and professional support to financial advisers in Australia. Your contributions will directly help individuals achieve their financial goals.

Responsibilities
  • Accurately record client data in various business systems, following established processes for CRM management.
  • Prepare reports promptly and with precision.
  • Assist in client communication, ensuring accuracy and timeliness.
  • Complete applications and other client documentation in adherence to established business processes.
  • Coordinate with financial institutions such as banks, fund managers, and insurance providers.
  • Provide comprehensive back-office administration and support to facilitate smooth operations.
Requirements
  • A Bachelor's Degree in Accounting, Accounting Management, Accounting Technology, Commerce, or Business Administration.
  • Fresh graduates or individuals with less than one (1) year of work experience will also be considered.
  • Willingness to undergo a comprehensive 4-week paid training program.
  • Intermediate to advanced knowledge of the Microsoft suite, including Excel, Word, and Power Point.
  • Excellent verbal and written communication skills in English.
  • Strong numerical and analytical abilities.
  • Highly organized with exceptional attention to detail.
  • Knowledge of the financial services, banking, or accounting industry would be advantageous.
Our Client Benefits
  • Fixed Dayshift Schedule and Weekends Off
  • Australian Holidays off and get to enjoy Christmas and New Year
  • Competitive Compensation Package
  • HMO with 200k benefits, plus 1 dependent when you start
  • Monthly Awards and other Incentives
  • Company Events and Employee Wellness Programs
  • Personalised learning and development program
  • Coaching and mentoring by qualified and experienced professionals
  • Modern fit-out and workstation