Financial Planning Virtual Assistant (Dayshift + work life balance + open for fresh graduates)

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.

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!

Job Types: Full-time, Fresh graduate

Benefits:

• Company events

Health insurance

• Life insurance

Paid training
Schedule:

• 8 hour shift

Day shift

• Monday to Friday

Supplemental Pay:

• 13th month salary

Ability to commute/relocate:

• Cebu City, Cebu: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• How soon can you start

Education:

• Bachelor's (Preferred)

Experience:

Finance/Accounting/Insurance/Bank: 1 year (Preferred)