
Financial Services Specialist
1 week ago
We are seeking a detail-oriented and action-driven individual with strong English communication skills to support our business.
The ideal candidate has a keen eye for detail, can think independently of tasks and processes, and has the capability to effectively manage their time throughout the workday.
- Support the business by compiling data; drafting documents as needed
- Data entry to and from our tools
- Maintain client information with relevant updates
- Create reports from the CRM and providers portals, providing analysis to stakeholders
- Collect and document business requirements and process improvement/automation efforts
- Conduct research on insurance products, financial concepts, superannuation retirement and tax strategies
- Assist in researching existing clients' products
- Collaborate with colleagues to identify appropriate investment strategies based on client needs and goals
- Attend client meetings to present and review financial plans, gather necessary information and documents, understand and interpret financial and tax documents related to clients' investments, and manage and update client information in the database.
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