Financial Services Specialist

1 day ago


Palakkad, Kerala, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 30,00,000
Job Title: Financial Services SpecialistWe are seeking a highly skilled and detail-oriented Financial Services Specialist to join our team.This role involves discussing financial needs of clients based in Australia, understanding their financial profile, verifying financial documents, performing various financial analysis, and providing consultancy to guide them about their financial requirements.The ideal candidate would be a self-learner who can work with minimal supervision and be a great team player. They should have strong attention to details and be able to perform financial calculations with great accuracy. Solid command over English – both verbal as well as written communication is required.Main responsibilities include discussing financial needs of clients, verifying financial documents, performing financial analysis, providing consultancy, understanding Australian income tax laws, and performing accounting, bookkeeping and bank reconciliations.To succeed in this role, you will need basic MS Office knowledge and proficiency with Microsoft Excel, as well as a Bachelor's or Master's degree in Commerce.We offer a supportive and collaborative work environment where you can grow and develop your skills.
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