Financial Services Document Coordinator

1 week ago

Sydney, New South Wales, Australia beBeeDocumentation Full time $90,000 - $120,000
Job Title

Are you passionate about empowering individuals and making a positive impact in the financial sector? We're seeking a talented professional to join our team as a Documentation Specialist. In this role, you will have the opportunity to leverage your analytical skills and attention to detail to drive business growth and success.

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As a Documentation Specialist, you will be responsible for creating, checking, and sending monthly statements to customers using semi-automated tools. You will also update and maintain customer master file spreadsheets with contact information. Additionally, you will monitor Non-Delivery Receipts, update contact information, and resend statements if required.

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We're looking for someone who is willing to learn and can pick up new tasks quickly. The ideal candidate will possess exceptional attention to detail, strong accuracy and time management skills, flexibility, and good communication skills, with the confidence to ask questions.

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  • Key Responsibilities:
  • Create, check, and send monthly statements to customers using semi-automated tool.
  • Update and maintain customer master file spreadsheet with contact information.
  • Monitor Non-Delivery Receipts, update contact information and resend statements if required.

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