Financial Planning virtual assistants (with accounting finance exp.)BSA Solutions Outsourcing Inc.

ABOUT BSA
 
We are a talent outsourcing company with offices in the Philippines. We guide, inspire, and empower young talents to be the heroes that drive business growth. We are more than just a workplace, we are a family. We create a satisfying work environment, one that you'll look forward to coming to every day - a place where the best and brightest minds meet to build a community of successful companies.
 
ABOUT THE CLIENT
 
5 ELK is an Australian outsourcing company that creates an awesome working environment for people who are serious about their career and committed to providing exceptional client service.
 
ABOUT THE ROLE
 
We are hiring for Financial Planning Virtual Assistants with Accounting/Finance experience. (Open to Fresh Graduates)
 
Will go through a paid training program when one starts. You will be working with financial advisers in Australia to provide back-office administration and professional support by playing an instrumental role in helping people achieve their financial goals.
 
RESPONSIBILITIES
Ensure client data is accurately recorded in all business systems according to agreed processes (CRM Management)
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.
Your application will be processed through 5 ELK.
 
Qualifications:
• A degree in Accounting or Business Administration (or equivalent)
• OPEN TO FRESH GRADUATES ( Accountancy/Financial management courses)
• 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)
• Willing to undergo 1-month training
• Must be residing in Cebu
 
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
• Australian holidays off and get to enjoy Christmas and New Year
• 5k Referral bonus
 
What are you waiting for?
 
APPLY NOW!
Job Types: Full-time, Fresh graduate
 
Benefits:
• Company events
• Health insurance
• Life insurance
• Paid training
 
Schedule:
• 8 hour shift
• Day shift
• Fixed shift
• Monday to Friday
 
Supplemental pay types:
• 13th month salary
 
Application Question(s):
• How soon can you start?
• This is an office-based role. Can you work onsite?
 
Education:
• Bachelor's (Preferred)
 
Experience:
• Finance/Accounting/Banking: 1 year (Preferred)