Account Coordinator - Administrative & Office Support

Join Link Wealth Adviser Support as an Account Coordinator in the vibrant heart of Canggu, Bali! This is a unique opportunity to play a pivotal role in supporting our administrative and office operations while contributing to the growth of a dynamic financial advisory firm. In this role, you'll be the backbone of our office, ensuring smooth operations and exceptional client service.

At Link Wealth Adviser Support, we pride ourselves on fostering a collaborative and innovative environment. As an Account Coordinator, you'll work closely with our team of financial advisors to manage client accounts, coordinate administrative tasks, and provide top-notch support. With your keen attention to detail and strong organizational skills, you'll help us maintain high standards of efficiency and professionalism.

Based in the beautiful and bustling area of Canggu, Bali, you'll enjoy a vibrant work environment with easy access to local amenities and a rich cultural experience. This is your chance to make a meaningful impact while enjoying the unique lifestyle that Bali offers.

📋 Tanggung Jawab Pekerjaan

• Manage and maintain client account records using Microsoft Office Suite and QuickBooks.
• Coordinate and schedule appointments with clients and internal teams.
• Process and file client documents, ensuring accuracy and compliance with regulatory requirements.
• Support financial advisors with administrative tasks, including data entry, report generation, and meeting preparation.
• Assist in the organization and maintenance of office supplies and equipment.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Collaborate with the marketing team to support promotional activities and events.
• Participate in team meetings and contribute to the development of office procedures and protocols.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Finance, or a related field.
• Minimum of 2 years of experience in administrative or office support roles, preferably in a financial advisory or corporate environment.
• Proficient in Microsoft Office Suite and familiarity with QuickBooks or similar accounting software.
• Strong organizational and time-management skills with the ability to prioritize tasks effectively.
• Excellent communication and interpersonal skills, with the ability to work well in a team and with clients.
• Detail-oriented with a keen eye for accuracy and attention to compliance.
• Familiarity with financial regulations and industry standards.
• Ability to work in a fast-paced environment and meet tight deadlines.

🛠️ Keahlian

Lowongan Terkait