Financial Planning VA with Accounting/Finance Experience

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.

We are on the hunt for Financial Planning Virtual Assistants with Accounting/Finance experience .

In this role, you will be working closely with Australian financial advisers and provide back-office administrative support.

What you will be doing:

• Ensure client data is accurately recorded in all business system according to agreed processes (CRM Management)
• Transcribe voice recorded file notes
• 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

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?

• 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!

• Looking for candidates available to work:
  • Monday: Morning, Afternoon
  • Tuesday: Morning, Afternoon
  • Wednesday: Morning, Afternoon
  • Thursday: Morning, Afternoon
  • Friday: Morning, Afternoon
• 1 year of relevant work experience required for this role
• Working rights required for this role