Position Accountabilities
Financial Management and Administration
- Management of participants (clients).
- Daily payment processing.
- Resolve any issues identified with payments.
- Assist clients with budgeting and monitoring their expenditure.
Customer Engagement
- Communicate with clients in a friendly professional manner.
- Assist clients to understand their financial position.
- Provide clients with support to access Manage Its portal software.
- Maintain positive relationships with external stakeholders.
Essential Knowledge, Skills and Experience
- Demonstrated experience working in a client focused role.
- Demonstrated experience in an administration and bookkeeping role in a financial setting.
- A certificate in bookkeeping and/ or membership with a professional bookkeeping association.
- Exceptional communication skills.
- Demonstrated ability to work autonomously and in a team environment.
- High level of attention to detail.
- High level time management skills and ability to manage multiple tasks independently.
- Proficiency in using client management systems and database applications.
- Proficiency using the Microsoft Office suite (in particular Excel).
Want to join our team?
Send us your expression of interest to admin@pfpm.com.au
Send us your expression of interest to admin@pfpm.com.au
