Junior Financial Quality Control Officer ( Australian Based Company; Attractive Benefits)
Mức lương: Thỏa thuận
Đã hết hạn nộp hồ sơ - 91 lượt xem
Ngày cập nhật: 10/03/2020
Thông Tin Tuyển Dụng
Hình thức làm việc: Toàn thời gian
Chức vụ: Thực tập sinh
Ngành nghề: Kế toán/Kiểm toán, Pháp luật/Pháp lý
Mô tả công việc
To provide ongoing support to Australian based client in the provision of compliant, quality advice to its clients. The Quality Control Officer will liaise closely with all relevant internal Financial Planning & Loan employees to ensure they are completing and preparing documents in accordance with all compliance standards
• Timely & attentive completion of all Strategy, Review & implementation checklists for all relevant advice documents provided by internal staff
• Checking all financial planning and credit advice documentation before and after client meetings to guarantee high quality advice.
• Liaising closely with Client Service Managers, Mortgage Analysts and Wealth Planners to update them with any issues to be corrected prior to the documents being presented to clients
• Checking all financial planning and credit advice documentation before and after client meetings to guarantee high quality advice.
• Liaising closely with Client Service Managers, Mortgage Analysts and Wealth Planners to update them with any issues to be corrected prior to the documents being presented to clients
• Statement of advice checking.
• Pre-Review and Post Review compliance check.
• Business Lodgment for loans and financial planning compliance check.
• Updating Scorecard compliance spreadsheet
• Timely & attentive completion of all Strategy, Review & implementation checklists for all relevant advice documents provided by internal staff
• Checking all financial planning and credit advice documentation before and after client meetings to guarantee high quality advice.
• Liaising closely with Client Service Managers, Mortgage Analysts and Wealth Planners to update them with any issues to be corrected prior to the documents being presented to clients
• Checking all financial planning and credit advice documentation before and after client meetings to guarantee high quality advice.
• Liaising closely with Client Service Managers, Mortgage Analysts and Wealth Planners to update them with any issues to be corrected prior to the documents being presented to clients
• Statement of advice checking.
• Pre-Review and Post Review compliance check.
• Business Lodgment for loans and financial planning compliance check.
• Updating Scorecard compliance spreadsheet
Yêu cầu ứng viên
• Degree qualified in Financial related areas, i.e. Business, Commerce, Finance, Accounting
• Fluent communication in English (written and oral)
• Ability to develop a working knowledge of the Australian Superannuation, Financial Planning, Credit & Banking and Taxation Systems
• Willingness to learn all areas of Financial Planning & Mortgage Broking processes including Superannuation, Investments, Gearing, Retirement income, Tax minimization strategies and Personal & Key Man Insurance.
• Proficiency in the Microsoft Office applications and if possible, a working knowledge of XPLAN
• Fluent communication in English (written and oral)
• Ability to develop a working knowledge of the Australian Superannuation, Financial Planning, Credit & Banking and Taxation Systems
• Willingness to learn all areas of Financial Planning & Mortgage Broking processes including Superannuation, Investments, Gearing, Retirement income, Tax minimization strategies and Personal & Key Man Insurance.
• Proficiency in the Microsoft Office applications and if possible, a working knowledge of XPLAN
Quyền lợi được hưởng
- 13th & 14th month bonus salary
- Private Healthcare Insurance
- 20 days of annual leave, 10 days of sick leave
- Private Healthcare Insurance
- 20 days of annual leave, 10 days of sick leave
Cách thức ứng tuyển
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Giới thiệu về công ty

THE TALENT CONSULTANTS
The Talent Consultants are a recruitment company, focused on identifying and selecting the best talent for our clients. We provide generalist recruitment services to a wide variety of multinational businesses and are market specialists in Vietnam. We are experts in finding talent. We pride ourselves on working with both active ...Chi tiết
The Talent Consultants are a recruitment company, focused on identifying and selecting the best talent for our clients. We provide generalist recruitment services to a wide variety of multinational businesses and are market specialists in Vietnam. We are experts in finding talent. We pride ourselves on working with both active and passive candidates and communicate regularly with our talent pool. The Talent Consultants are a wholly owned subsidiary of AS White Global which has been operating in Australia and the South East Asian markets for the past decade. Ẩn chi tiết
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THE TALENT CONSULTANTS
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