AddressIf you are looking for a career in financial services, or administration, passionate about client service, have a keen eye for detail and great work ethic - this is the role for you!
Objectives of the role:
It is pretty simple - to assist in the management of our clients Salary Packaging accounts by ensuring they receive their full benefits each year.
What you will do:
- Set up new Salary Packaging accounts with Remserv and Smart Salary for Walshs clients
- Review Salary Packaging accounts and ensure clients are set up to maximise their FBT benefits
- Liaise with third party authority holders on behalf of clients via phone and email
- Update client data in our CRM system as required
- Process client claims and submit to Remserv and Smart Salary on behalf of clients
- Liaise with clients via email and phone to answer their questions, concerns and provide guidance for their Salary Packaging
What you need:
- Secondary education - QCE - required
- Strong written and verbal communication skills - you can write a great email!
- Mathematical aptitude - crucial for success!
- Experience working effectively in a team
- Excellent organisational and time management skills to effectively manage tasks required
- Work well in a fast-paced environment to meet team and client expectations
- Solution focused mindset to proactively solve any issues which may arise and make improvements to processes.
A little more about Walshs:
Walshs are a fully integrated accounting and financial services firm, located in the Brisbane CBD. Walshs Practice has existed within the industry since 1991, and it is our purpose to guide and inspire our clients to financial success, through the management, protection and growth of their wealth.
The office culture is one of accountability, innovation and fun with a focus on team work. If you join the team at Walshs Practice you will have access to a health and fitness benefit, bonus incentive scheme, team building activities and professional development training and support as applicable to your role. The office culture is of the up most importance to the Directors, and as such we expect all Walshs team to exhibit and align with the Walshs staff values, which are:
- Client Focused
- Reliable
- Honest
- Professional
- Supportive
- Team Player
If you are interested in the role, have the required experience, and our company mission and values fit with you please submit your resume and cover letter.
