Client administration and finance activities including onboarding and implementation;
Obtaining financial information from clients and their accountants;
Maintaining client files and client implementation plans;
Collating client financial information;
Project management with external stakeholders and third party providers
Ability to analyze, understand and manage high level data effectively
Ability to comprehend and learn technical concepts
Experience and exposure coordinating with high level stakeholders such as Lawyers, Company Directors and Government Bodies.
High level communication skills managing correspondence both written and verbal. Having the ability to collect timely information clearly and directly through video, email and phone.
Requirements
The ability to read and understand financial documents;
Excellent written and verbal communication;
Attention to detail in collating information and preparing documentation;
IT proficient – Microsoft Office & Google Suite & ability to learn our CRM System;
High attention to detail;
Self-motivated problem solver.
Tech Savvy and ability to learn new tools and software quickly - use of Xero or accounting software highly regarded.
Project / Coordination experience with the ability to understand complex financial structures
Desire to learn and grow within the organization. Has a drive to learn broad skills in a niche market with a client that provides solid investment in your growth.
Strong problem solving skills and ability to proactively work towards offering a complete client solution.
Background in Finance and or Project Management would be ideal.
Strong Administration skills with high level of attention to detail
Benefits
Here at Access Offshoring, we believe in more than finding our clients the right candidate.
We believe in the human perspective. We believe in our candidates and their dreams. We
believe in finding the right role for you. We are committed to working for you as much as
we work for our clients.
Access Offshoring is dedicated to saving business owners 2,000,000 hours by 2031 and we
need your help. Transforming the way businesses operate, we connect great businesses
with amazing offshore talent.
We recognize that we often get more done in our own designed workspace, so Access
Offshoring offers a complete work from home model. Yep – that’s right, 100% work from
home. But wait there’s more. Here are just some of our benefits:
Australian clients and Australian hours (giving you great experience and an early finish!)
Work from Home Allowance
HMO for you AND a dependent from Day
20 Days Annual Leave and 5 Days Sick Leave
Government Statutory Benefits
13th Month Pay
Computer Equipment
Opportunities for growth
And of course, a competitive salary
The ability to read and understand financial documents; Excellent written and verbal communication; Attention to detail in collating information and preparing documentation; IT proficient – Microsoft Office & Google Suite & ability to learn our CRM System; High attention to detail; Self-motivated problem solver. Tech Savvy and ability to learn new tools and software quickly - use of Xero or accounting software highly regarded. Project / Coordination experience with the ability to understand complex financial structures Desire to learn and grow within the organization. Has a drive to learn broad skills in a niche market with a client that provides solid investment in your growth. Strong problem solving skills and ability to proactively work towards offering a complete client solution. Background in Finance and or Project Management would be ideal. Strong Administration skills with high level of attention to detail
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