Unique Role Within Private Wealth Management Group, Fantastic Working Conditions in New Brisbane CBD Office, Would Suit Accounting or Financial Planning Graduate.
We are currently looking for a document control clerk to join a small team of professionals including financial planners, mortgage brokers, accountants, and property specialists. You will be responsible for the integrity of data and document preparation across multiple parts of the business. This is a great opportunity to gain a thorough understanding of the inner workings of a multidisciplinary financial services firm.
Nexus is a boutique CBD based Private Wealth Management firm offering Financial Planning, Accounting, Lending, Property, and Estate Planning services. We provide holistic and comprehensive strategic advice to a variety of clientele. The Nexus group of companies is a small team of professionals with a family-type approach to business and our clients. We have a high touch, client-centric model that places great importance on friendly, accurate and informative client communication.
We value those who have a positive attitude, a good work ethic, and take pride in their work, and responsibility for their own outcomes. Our staff have collectively created a friendly and respectful environment with a flat hierarchy. We work collaboratively to provide a premium experience to those who value total financial management.
Collecting and collating financial documents from clients for the purposes of tax return preparation, lending requirements and building of financial plans.
Co-ordinating the flow of information and client requirements between the various divisions in a timely and accurate manner.
Following up clients and stakeholders for outstanding documentation.
Scanning and electronically filing of documents, organizing document filing format, and ensuring documents are saved correctly.
Optimising CRM functionality to ensure data integrity and efficient document generation.
Maintain confidentiality and responsible handling of sensitive documents.
Answering phones and liaising with clients across various business divisions.
Creating, editing and reviewing of documents to ensure standardisation of branding.
Filing, scanning and copying duties.
General Secretarial duties.
Skills and experience
The successful candidate will demonstrate skills and experience in the following:
The ability to read and understand basic financial documents including Tax Returns, Payslips, Superannuation statements, investment statements, mortgage statements, personal loan and credit card statements.
Have a basic knowledge of the Australian accounting and taxation system.
Have high-level attention to detail.
Be highly organised with fantastic follow-up.
Possess the ability to work and communicate with a team of professionals.
Have excellent written and verbal communication skills.
Self-motivated and able to maintain a high level of productivity