Virtual Assistant with bpo experience (insurance/healthcare/bank accounts)5 ELK

5 ELK is on the hunt for VIRTUAL ASSISTANTS with BPO EXPERIENCE WORKING FOR INSURANCE, HEALTHCARE OR BANK ACCOUNTS
Our company is an Australian outsourcing solution for financial planning professionals looking for scale, growth, and increased profitability.
In this role, you will be a Financial Planning Assistant and will work 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)
Willing to undergo 1-month training
Must be residing in Cebu
What's in it for you?
200k HMO (1 free dependent at the start date of your employment)
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
Office Location Sites:
FLB Corporate Building, Cebu Business Park, 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