Related skills
reporting data management excel microsoft office powerpointπ Description
- Maintain records of accredited brokers, including onboarding/offboarding.
- Provide regular reporting on accreditations and onboarding volumes.
- Investigate and resolve commission queries with stakeholders.
- Record, reconcile, and report payments to aggregators.
- Manage partner portfolio data and resolve identified exceptions.
- Prepare monthly Aggregation Partner reports with key metrics.
π― Requirements
- Strong attention to detail.
- Excellent interpersonal and communication skills.
- Strong computer skills; quick learner; MS Office (Word, Excel, PPT) & Gmail.
- Good planning skills.
- High level of professionalism.
- Financial Service Experience is desirable.
π Benefits
- Collaborative teams β a flat structure.
- Be involved every 100 days to share roadmap and strategy.
- Flexible working environment; North Sydney HQ with flexible policy.
- Family support β 26 weeks paid parental leave.
- Varied workspaces with collaboration and focus zones.
- Range of wellbeing benefits, from birthday day off to end-of-trip facilities.
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