Financial Planning and Administration Specialist

2 days ago

Brisbane, Queensland, Australia BSA Solutions Inc Full time
{"title": "Client Service Administrator", "content": "About the Role

As a Client Service Administrator at BSA Solutions Inc, you will play a vital part in delivering exceptional back-office administration and professional support to financial advisers in Australia.

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.
About BSA Solutions Inc

BSA Solutions Inc offers talent outsourcing services to small and medium-sized businesses. We provide access to highly skilled professionals, enabling global businesses to build their dream teams in the Philippines and Malaysia. Our vision is to create a community of successful companies where talented individuals can meet and collaborate.

About the Client

5 ELK is a leading outsourcing solution specializing in helping financial services businesses in Australia and the UK build high-performing offshore teams. As part of our team, you'll have the chance to work with industry experts, receive hands-on training, and contribute to the growth and success of our clients' businesses.

", "lang_code": "en-US"}

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