Financial Application Processors

$500 - $1500 625 lượt xem - Hết hạn trong 1 giờ

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Base salary + Commission, expected at approx. $AU 1,500 per month or even more depending on performa
Direct training and supervision from experienced senior team based in Australia
Multi-national English-speaking environment with great opportunity for personal development

Mô Tả Công Việc

- Data entry of client’s information into company’s database
- Assess and review client’s financial circumstances and present to supervisor
- Communicate with supervisors and advisors to address potential issues
- Communicate with client via email to collect documents
- Communicate with external financial institutions and related parties to ensure on-time process flow
- Prepare and maintain compliance documents to licensee’s standards
- The preparation of high-quality Financial Statements of Advice.
- Maintenance of client portfolios.
- Conducting quality research and financial modelling using Xplan, Lonsec, Morningstar and other financial systems.
- Building and maintaining strong relationships with the internal Financial Planning team & our external providers.
Xem toàn bộ Mô Tả Công Việc

Yêu Cầu Công Việc

Job Requirement:
- Attributes: Attention to details, problem solving, taking initiative, drive to success
- Applicant age: 24 – 35
- Graduation major: Accounting, Finance, Banking, Economics
- Good command of English, minimum IELTS 6.0, TOEIC 830 or TOEFL iBT 70

Skill requirements:
• Outstanding communication skills
• Strong attention to detail, excellent organisation, and time management skills
• A high level of technical ability
• Great initiative and judgement in problem-solving
• A proven ability to build trust, credibility, and strong relationships
• A team-oriented approach

Time and Location:
- Monday to Friday: 7:30 – 15:30
- 83B Hoang Sa St, Dakao Ward, District 1, Ho Chi Minh city


Benefits:
• A diverse, inclusive, and supportive company culture
• Competitive remuneration (Base salary + Commission, expected at approx. $AU 1,500 per month or even more depending on performance)
• Multi-national English-speaking environment with great opportunity for personal development
• Honing characters required for success: tenacity, problem-solving, process thinking, communication, technology savviness
• Direct training and supervision from an experienced senior team based in Australia
• Opportunity to collaborate and work with global clients and stakeholders
• Great Paid Leave entitlements (12 days sick leaves)
• Team outings, travel opportunities, company parties/events, and other exciting activities
• Exposure to an international environment, working with people across Australia & India
• Industry and role-related training along with daily training from Australia based team.
• Ongoing career development and training opportunities

Địa Điểm Làm Việc

83B Hoang Sa St, Dakao Ward, District 1, Ho Chi Minh city

Unicorn Financial Services is based in Melbourne, Australia. The Company provides financial services for customers in two main industries, home loans and financial planning services.

Welcome to Unicorn Financial
"Simply the best financial services that customised to your needs.
Help establish and achieve your financial goals.
Life-long financial protection."

Xem toàn bộ thông tin công ty
83B Hoang Sa St, Dakao Ward, District 1, Ho Chi Minh city
10-24 nhân viên
CHƯƠNG TRÌNH THẠC SỸ TÀI CHÍNH QUỐC TẾ | ĐẠI HỌC J.M.LYON 3 (PHÁP) | VIỆN ĐÀO TẠO QUỐC TẾ - ĐẠI HỌC THƯƠNG MẠI

CHƯƠNG TRÌNH THẠC SỸ TÀI CHÍNH QUỐC TẾ | ĐẠI HỌC J.M.LYON 3 (PHÁP) | VIỆN ĐÀO TẠO QUỐC TẾ - ĐẠI HỌC THƯƠNG MẠI

Chương trình học tối ưu gói gọn chỉ trong 12 tháng

Mang tính ứng dụng cao và phát triển các kỹ năng mềm

Nhận bằng Thạc sỹ do Đại học Jean-Moulin Lyon 3 cấp, được Bộ GD&ĐT Việt Nam công nhận