accounting experience for Financial Planning | dayshift+fixed weekends off5 ELK

5 ELK is on the hunt for ACCOUNTING PROFESSIONALS FOR A FINANCIAL PLANNING ASSISTANT ROLE.
Our company is an Australian outsourcing solution for financial planning professionals looking for scale, growth, and increased profitability.
In this role, you will be working closely with Australian financial advisers and provide back-office administrative support.
What you will be doing:
Ensure client data is accurately recorded in all business system according to agreed processes (CRM Management)
Transcribe voice recorded file notes
Accurate and timely preparation of various reports
Prepare client communication
Ensure applications and other client documentation is completed and lodged according to business processes
Liaise with financial institutions (i.e. banks, fund managers or insurance providers etc.)
Provide back-office administration and support
Qualifications:
Bachelor of Accounting, Accounting Management, Accounting Technology, Commerce, Business Administration (or equivalent)
Willingness to undergo 4 weeks of paid training
Advanced knowledge of the Microsoft suite
Strong communication both verbal and written English
Exceptional numeracy skills, with the ability to prepare and analyse a range of financial reports
Highly organized with strong attention to detail
Previous experience as a virtual assistant, preferable working for a foreign client
Knowledge of the financial services, banking or accounting would be advantageous
What's in it for you?
Above-average salary that commensurate with your skills and experience
HMO with 200k benefits, group life insurance cover for you and your dependent. As well as an option to include additional dependent from start date
Employee Wellness Program including Legal Guidance, Behavioural Health and Financial Guidance
Personalised learning and development program, coaching and mentoring by qualified and experienced professionals
2 weeks Christmas vacation
5k Referral bonus
Modern fit-out & workstation
Office Location Sites:
FLB Corporate Center, Cebu City
What are you waiting for?
APPLY NOW!
Summary of role requirements:
Looking for candidates available to work on weekdays
1 year of relevant work experience required for this role
Working rights required for this role