Business Operations Coordinator
hace 2 semanas
**Helpware is Seeking a Financial Services Assistant**
About the Role:
We are looking for a detail-oriented and proactive Financial Services Assistant to join our team at Helpware. This role is crucial in ensuring seamless communication between our customers and the finance department.
The ideal candidate will have strong organizational skills, excellent communication abilities, and a customer-first mindset. As a Financial Services Assistant, you will be responsible for managing emails, responding to customer queries, and collaborating with the finance team to resolve issues promptly.
Key Responsibilities:
- Email Management: Monitor and triage the shared accounting inbox, respond to customer requests for invoices, statements, and financial documents, and assign emails to the appropriate finance team member for further action.
- Customer Support: Address customer queries via email and telephone in a professional and timely manner, provide accurate information or updates regarding invoices, payments, and account statuses, and identify when issues require escalation and coordinate with the appropriate team member or manager for resolution.
- Collaboration and Communication: Maintain clear and consistent communication with the finance team about tasks and issues requiring attention, follow up with customers and internal teams to ensure resolution of escalated issues, and keep detailed records of customer interactions and actions taken.
- Documentation and Reporting: Assist in maintaining organized digital files of invoices, statements, and other financial documents.
Skills and Qualifications:
- Strong written and verbal communication skills.
- Excellent organizational and time management abilities.
- Familiarity with accounting and invoicing processes (experience with QuickBooks Online is a plus).
- Customer service experience, with a professional and approachable demeanor.
- Ability to handle multiple tasks and prioritize effectively.
- Problem-solving skills and the ability to escalate issues appropriately.
Preferred Experience:
- Experience in a similar role in finance, customer support, or a related field.
- Proficiency in email and communication tools (e.g., Gmail, Slack, shared inbox platforms).
- Bachelor's degree in a relevant field (e.g., finance, business administration, communications).
Estimated Salary: $55,000 - $65,000 per annum, depending on experience.
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