Part-Time Client Services Support

2 weeks ago

Gold Coast, Queensland, Australia beBeeClient Full time $75,000 - $90,000

Job Opportunity

Support Client Investment Management and Administration Activities

This part-time role involves providing assistance to the team with client investment management and administration activities, including:

  • Creation and maintenance of client files
  • On-boarding of new clients and implementation of processes
  • Preparation of forms, documents and correspondence
  • Assisting with the analysis of client financial information
  • Managing and completing client related tasks
  • Project management with external stakeholders and third-party providers

The ideal candidate will have a strong background in accounting or insolvency, banking, finance, lending businesses, or professional services firms.

Required Skills and Qualifications

  • Strong client service and communication skills
  • High-level administrative and IT skills with accurate data entry, spelling and grammatical skills
  • Ability to read and understand financial documents
  • Attention to detail in collating information and preparing documentation
  • Skills in Microsoft Office and Google Suite as well as CRM's
  • Ideal to have experience in using finance software
  • High organisational, time management and multi-tasking skills
  • Self-directed with the ability to work autonomously

Benefits

This role offers a very competitive hourly rate, flexible work options, paid parking, ongoing training, and interesting work that also helps your clients.

Others

Click on the link to apply. If you wish to have a confidential discussion before you apply, please call directly.

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