Financial Services Specialist

5 days ago


Gold Coast, Queensland, Australia beBeeInvestment Full time $60,000 - $90,000
About the Role

We are seeking a detail-oriented professional to deliver a high-quality customer experience and contribute to our investment services team.

This is an excellent opportunity for someone with strong analytical skills, excellent customer service skills, and experience in managing financial data and transactions.

Responsibilities
  • Onboard new investors and provide exceptional customer service throughout the process.
  • Register new investor entities and complete compliance checks.
  • Process account updates and provide timely reports.
  • Ensure timely receipt of funds before loan settlement.
  • Track and follow up on commitments by investors.
  • Respond to investor inquiries with a highly professional approach.
Requirements
  • Experience in finance or relevant field preferred.
  • Proficient in Excel with strong analytical skills.
  • Excellent client service skills with a solutions-oriented mindset.
  • Able to manage sensitive investor information discreetly.
  • Strong written and verbal communication skills.
  • A highly organized person with strong attention to detail.
Why Choose Us

You'll be part of a forward-thinking team that values precision, innovation, and people. We offer a supportive environment where your skills will be recognized and your ideas welcomed.



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