Financial Planning assistantBSA Solutions Inc.

About the Role
Our client, 5 ELK is on the hunt for FINANCIAL PLANNING ASSISTANTS.
5ELK provides outsourcing solution for financial planning professionals in Australia looking to build, scale and accelerate their business. In this role, you will be assigned to work closely with a financial adviser 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
You have a degree in Accounting or Business Administration or equivalent;
You have at least 2+ years experience in Accounting, Bookkeeping, Insurance, Bank, BPO (under billing, insurance, banking, Healthcare accounts) or equivalent;
You have a good command of English and have excellent communication skills;
You are analytical and have high attention to detail;
You have experience in any financial, banking, or accounting systems such as Quickbooks, Xero, Peachtree, SAP, Xplan (preferred but not required)
Benefits
Generous HMO with 200K MBL including maternity benefit, for you and one dependent on Day 1;
Life insurance, accident and disability, and 10k outpatient medical reimbursement;
15 days vacation leave all convertible to cash;
2 weeks Christmas shutdown;
5k Employee Referral bonus;
Monthly awards and attendance incentive;
Personalized learning & development program, coaching and mentoring by qualified and experienced professionals;
Modern fit-out & workstation designed for Covid-19 prevention