Virtual Assistant with Insurance/Bank Experience (Dayshift Work Life

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 VIRTUAL ASSISTANTS with INSURANCE OR BANK EXPERIENCE.

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!

Summary of role requirements:

Looking for candidates available to work:

Monday: Morning, Afternoon

Tuesday: Morning, Afternoon

Wednesday: Morning, Afternoon

Thursday: Morning, Afternoon

Friday: Morning, Afternoon

1 year of relevant work experience required for this role

Working rights required for this role

Full time