• Organising and coordinating meetings.
• Maintaining accurate Client knowledge/intelligence system (CRM) in relation to all clients
• Following up with clients on basic program next steps and action items
• Answering the main phone line of the business, handling queries, and triaging accordingly.
• Ensuring organised filing systems are maintained, structured, and shared with clients accordingly.
• Attending meetings to document meeting actions and decisions
• Managing document gathering from clients to ensure complete and accurate information.
• Coordinating maintenance of compliance documents (including certifications, letters, AML, etc.).
• Managing all e-signature requests / system for internal and/or client needs.
• Following up potential new clients.
• Answering basic client or prospective client email queries.
• Assisting with other administrative matters relevant to the business or new opportunities that may arise.
Client Information
An Australian proprietary trading firm that uses its own capital to trade global financial markets, with a strong focus on technology, data, and risk management.
Must Haves
• At least 5 to 7 years of Administration, Communication and Triaging/Reception
• Client knowledge system (CRM) management experience
• Bright, positive, happy, enthusiastic, extraverted, enjoys talking.
• High degree of integrity
• Excellent communication – verbal and written
• Brilliant organisation and time management skills
• Previous use of Microsoft Dynamics 365 Sales
• Previous use of Sharepoint and/or Onedrive.
• Previous use of any e-signature platforms (e.g. DocuSign, Breezedocs)
Nice to Haves
• Passion for social impact and philanthropy.
Home Office Requirements
Please only apply for this role if you have the following home office requirements:
· Perfectly working headset and webcam
· Stable internet connection of at least 25 Mbps ~ 50 Mbps
· Up to date computer system with a minimum of Windows 10 or later and macOS Monterey (12.0) or later
· Quiet room with no distractions or background noises
· A backup plan if the power goes out or if your internet connection becomes unstable during your shift
Only applicants meeting the strict criteria above will be contacted.
