Trainer for Financial Admin Full Time

JOB DESCRIPTION

Day Shift. Above Industry Rates, Private Medical Insurance, 15 days leave, Monthly Dinner Lunch. Join Us!

Go-Va provides clients based in Australia with offshore employees. We are managed operations, not a BPO. You will work in the Go-Va office in Cebu and have direct contact with your Australian company on a daily basis who will train you in their policies and procedures. Go-Va management on site is there to support you and we provide you with many benefits. The most important the team environment.

Description:

• Ensure client data is accurately recorded in all business systems 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

Skill Requirement:

• Has experience in handling a team in Banking/ Finance/ Insurance industry.
• Strong communication both verbal and written (English).
• Property and Loans experience for Mortgage Booking Client.
• Solid Financial Background.
• Exceptional numeracy skills, with the ability to prepare and analyze a range of financial reports.
• Highly organized with strong attention to detail
• Committed to creating an awesome team environment
• Continually looking for ways to learn and improve
• Lead by example
• Ability to work autonomously yet still the confidence to ask questions if unsure
• Exceptional customer service
• Passionate about community development

Tagged as: Administrator, Financial Admin