Deskripsi Pekerjaan
Join Collective Outsourcing, Inc. as a Client Services Associate in our Australian Financial Planning division. This is a fantastic opportunity for detail-oriented professionals to leverage their administrative strengths in a dynamic international environment. You will serve as the primary point of contact for clients, ensuring smooth operations and high levels of satisfaction within the Australian financial sector.
In this role, you will support senior financial planners by managing client portfolios, processing administrative requests, and maintaining accurate records. You will handle incoming inquiries, schedule appointments, and ensure all documentation complies with strict financial regulations. Your organizational skills will directly impact the efficiency and trustworthiness of our financial planning team.
We are looking for someone who thrives in a fast-paced setting and can communicate effectively in English. If you are ready to advance your career in international finance and client management, apply today!
Tanggung Jawab
- Provide exceptional administrative support to financial planners and clients, ensuring timely and professional responses to inquiries.
- Manage and maintain accurate client records, including portfolio updates, KYC documentation, and compliance files.
- Assist in the preparation of financial reports, presentations, and correspondence for Australian clients.
- Coordinate client meetings, including scheduling, agenda preparation, and minute-taking.
- Process and verify incoming financial documents with high accuracy and attention to detail.
- Ensure strict adherence to internal policies, data privacy laws, and regulatory compliance standards.
- Collaborate with cross-functional teams to resolve client issues and improve service delivery.
Kualifikasi
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 1-2 years of experience in client services, administration, or the banking/financial sector.
- Strong written and verbal communication skills in English; ability to converse comfortably with Australian clients.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
- Excellent organizational and time management skills with a keen eye for detail.
- Understanding of basic financial planning concepts and regulatory requirements is a plus.
- Ability to work independently and collaboratively in a remote team setting.