Financial Services Assistant

6 days ago

Gold Coast, Queensland, Australia beBeeInvestor Full time $50,000 - $80,000
About the Position

Deliver a high-quality customer experience to investors by joining our growing team and playing a key role in investor services.

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

We're looking for someone with strong attention to detail, excellent customer service skills, experienced in Excel and managing large amounts of financial data and financial transactions, preferably within private credit, mortgage funds or managed investments.

Key Responsibilities
  • Onboard new investors and provide excellent customer service throughout the process.
  • Registering new investor entities, including compliance checks
  • Completing investor application forms
  • Create and review monthly interest distribution payments.
  • Maintain investor files, monthly accounts and registers.
  • Ensure timely receipt of funds before loan settlement.
  • Track and follow up on commitments by investors.
  • Process account updates to investor data.
  • Ensure investors receive timely, accurate reports on their investments, when requested
  • Respond to Investor phone and email enquiries with a highly professional, customer-focused approach, ensuring high levels of satisfaction and prompt issue resolution.
Requirements
  • Experience in finance is preferred, but not essential.
  • Proficient in Excel.
  • Excellent client service skills with a solutions-oriented mindset.
  • Proven ability to manage and safeguard sensitive investor information with discretion and confidentiality.
  • Strong written and verbal communication skills.
  • A highly organised person with strong attention to detail.
Why This Role

At our company, 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 recognised and your ideas welcomed.

Job Insights

Salary match

Number of applicants

Skills match

Your application will include the following questions:

  • Which of the following statements best describes your right to work in Australia?
  • 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?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.

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