client service AdministratorsBSA Solutions Inc.

We are hiring Client Services Administrators to work with financial advisers in Australia and provide them with back-office administrative support. Are you good with numbers Looking to take your career to the next level Do you want to work with some of the best financial planning businesses in Australia APPLY NOW. FIXED DAYSHIFT SCHEDULE MONDAY TO FRIDAY WEEKEND OFF TWO WEEKS CHRISTMAS BREAK This is a full-time, permanent position with flexible work arrangements - office-based, work-from-home or hybrid. We have offices located in various locations to cater for your travel needs: Mabolo, Cebu City Ayala Center Cebu IT Park, Cebu City Mandaue City, Cebu San Fernando, Pampanga Dumaguete, Negros Oriental ABOUT THE ROLE We are hiring Client Services Administrators to work with financial advisers in Australia and provide them with back-office administrative support. Responsibilities: Setting up information and managing financial planning CRM; Facilitating banking reconciliation and reporting; Preparing reports and documentation for client meetings; Liaising with financial institutions, banks, and fund managers; Researching insurance plans and coverages; and Transcribing voice-recorded file notes. Requirements A degree in Accounting or Business Administration or equivalent; Have at least 2+ years experience in Accounting, Bookkeeping, Insurance, Bank, BPO (under billing, insurance, banking, Healthcare accounts) or equivalent; Good command of English and have excellent communication skills; Analytical and have high attention to detail; Have experience in any financial, banking, or accounting systems such as Quickbooks, Xero, Peachtree, SAP, Xplan (preferred but not required) Benefits ' Work from Mondays to Friday only (fixed dayshift schedule and weekends off) ' 220k HMO (1 free dependent at the start date of your employment) ' Paid Australian holidays ' Competitive compensation ' 2 weeks' vacation in December ' Monthly awards, attendance incentive, company events ' Personalised learning & development program, coaching and mentoring by qualified and experienced professionals ' Modern fit-out & workstation designed for Covid-19 prevention
Monster

Cebu City, Cebu
Permanent
Full-time