Administrator for a Financial Property Firm in Australia (Home Based Part Time)

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. Job Description • 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. 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.