• Are you good with numbers and looking to take your career to the next level?
• Do you want to work with some of Australia's best financial planning businesses?
• Escape the ordinary and start your career journey with us.
• Embark on a fulfilling and engaging career.
• Earn between PHP20K to PHP25K + generous benefits + personalized learning and development

About BSA Solutions

We are a talent outsourcing company with offices in the Philippines and Malaysia. We guide, inspire and empower young talents to be the heroes that drive business growth. We are more than just a workplace. We are a family. We create a satisfying work environment, one that you'll look forward to coming to every day. A place where the best and brightest minds meet to build a community of successful companies.

About the Client

5 ELK creates an awesome working environment for people who are serious about their career and committed to providing exceptional customer service.

About the Role

We are hiring Client Services Administrators to work with financial advisers in Australia and provide them with back-office administrative support.

This role is for our Cebu City Office although we have offices located in various locations:

• FLB Corporate Center Cebu Business Park
• San Fernando, Pampanga
• Dumaguete, Negros Oriental

Responsibilities

• 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; and
• Transcribing voice-recorded file notes.

Requirements

• A degree in Accounting or Business Administration or equivalent;
• Have at least 2+ years experience in Accounting, Bookkeeping, Insurance, Bank, BPO (under billing, insurance, banking, Healthcare accounts) or equivalent;
• Good command of English and have excellent communication skills;
• Analytical and have high attention to detail;
• Have experience in any financial, banking, or accounting systems such as Quickbooks, Xero, Peachtree, SAP, Xplan (preferred but not required).