
Senior Financial Operations Specialist
2 days ago
We are seeking a highly skilled and experienced Senior Financial Operations Specialist to join our team. As a key member of our operations department, you will play a critical role in preparing and implementing comprehensive financial plans for clients.
Key Responsibilities:
- Collaborate with financial advisors to develop and implement customized financial plans tailored to individual client needs
- Conduct thorough research on insurance products, superannuation, tax strategies, and other relevant financial concepts
- Analyze reports and data to inform strategic financial decisions
- Present financial plans to clients and facilitate discussions on implementation and progress
- Gather and maintain accurate financial information and documentation from clients
- Stay up-to-date on legal documents related to insurance products and provide expertise as needed
- Manage and update client information within our database system
Requirements:
- 3+ years of experience in a senior financial operations role or similar position in the insurance industry
- Accounting or financial analysis background is advantageous
- Strong analytical and problem-solving skills, with ability to work independently and take initiative
- Excellent communication and interpersonal skills, with ability to build strong relationships with clients and colleagues
- Familiarity with Microsoft Excel and MS Office software, with ability to learn new systems quickly
- Meticulous attention to detail, especially in calculations and financial reporting
What We Offer:
- 100% remote work flexibility
- Competitive salary and benefits package
- Opportunities for professional growth and development
- A dynamic and supportive team environment
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