Financial Services Expert

7 days ago

Gold Coast, Queensland, Australia beBeeInvestor Full time $80,000 - $120,000
Job Opportunity

We are seeking a detail-oriented and customer-focused individual to join our team and play a key role in delivering a high-quality experience to investors.

This position sits at the heart of our investment services team and spans three core areas: Investor customer service, investor administration and investor data management and reconciliation.

Key Responsibilities
  • Onboard new investors and provide exceptional customer service throughout the process.
  • Registering new investor entities, including thorough compliance checks.
  • Completing investor application forms with precision.
  • Create and review monthly interest distribution payments with accuracy.
  • Maintain accurate and up-to-date investor files, monthly accounts and registers.
  • Ensure timely receipt of funds before loan settlement.
  • Track and follow up on commitments made by investors.
  • Process account updates to investor data efficiently.
  • Provide timely, accurate reports on investments to investors, when requested.
  • Respond to Investor inquiries with a professional and customer-focused approach, ensuring high levels of satisfaction and prompt issue resolution.
Requirements
  • Experience in finance is preferred but not essential.
  • Proficient in Excel and managing large amounts of financial data.
  • Excellent client service skills with a solutions-oriented mindset.
  • Proven ability to manage sensitive investor information with discretion and confidentiality.
  • 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.

Job Insights

Skill match

Your application will include the following questions:

  • Which of the following statements best describes your right to work?
  • What's your expected annual base salary?
  • Do you have experience in administration?
  • What's your preferred work type?
  • How many years' experience do you have as an Excel Specialist?

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