Financial Planning assistant | dayshift + fixed weekends off5 ELK

5 ELK is on the hunt for FINANCIAL PLANNING ASSISTANTS.
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:
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
transcribing voice-recorded file notes
Qualifications:
A degree in Accounting or Business Administration (or equivalent)
Relevant working experience in Accounting, Bookkeeping, Insurance, Bank or any equivalent
Excellent communication skills
High attention to detail
Knowledgeable in any financial, banking or accounting systems such as Quickbooks, Xero, Peachtree, SAP, Xplan etc (preferred but not required)
What's in it for you?
200k HMO (1 free dependent at the start date of your employment) + 100k life insurance + 10k medicine reimbursement
Paid Australian holidays
Competitive compensation
2 weeks Christmas vacation
5k Referral bonus
Monthly awards and attendance incentive
Personalised learning & development program, coaching and mentoring by qualified and experienced professionals
Modern fit-out & workstation designed for Covid-19 prevention
Accrued vacation leaves are convertible to cash (subject to eligibility)
What are you waiting for?
APPLY NOW!