Executive Assistant / Customer Service Specialist

Join Sydney Financial Group, a dynamic and growing Australian financial planning firm, as an Executive Assistant / Customer Service Specialist. This role offers a unique blend of administrative support and client service, providing you with the opportunity to be part of a global team while working in the vibrant city of Bali. In this role, you will be the first point of contact for clients, handling inquiries, scheduling appointments, and ensuring a seamless experience for our valued customers.

As an Executive Assistant / Customer Service Specialist at Sydney Financial Group, you will be responsible for managing the day-to-day operations of the office, including organizing meetings, preparing reports, and maintaining client records. You will also be expected to provide exceptional customer service, ensuring that our clients feel valued and supported throughout their financial planning journey.

📋 Tanggung Jawab Pekerjaan

• Manage and organize office operations, including scheduling meetings, coordinating travel arrangements, and maintaining office supplies.
• Provide exceptional customer service by greeting clients, answering inquiries, and addressing their needs promptly and professionally.
• Assist in the preparation and distribution of reports, presentations, and other communications to clients and stakeholders.
• Maintain accurate and up-to-date client records, including contact information, financial data, and meeting notes.
• Coordinate with internal teams to ensure smooth and efficient operations within the office.
• Assist in the preparation of financial documents, including invoices, statements, and other financial records.
• Handle incoming and outgoing communications, including emails, phone calls, and mail, ensuring timely and accurate responses.
• Support the team by assisting with administrative tasks, such as data entry, filing, and other office-related duties.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Office Administration, or a related field.
• Minimum of 2 years of experience in a similar administrative or customer service role.
• Proficient in using Microsoft Office Suite, including Word, Excel, and Outlook.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and internal teams.
• Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Familiarity with financial planning and investment concepts is a plus.
• Ability to work well in a fast-paced, dynamic environment.
• Fluent in English, both written and spoken.

🛠️ Keahlian

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