The client is one of Australias leading financial hardship and debt management companies helping clients regain financial control through compassionate professional and effective solutions. We are expanding our support team and looking for a dedicated Case Manager Admin Assistant to help our case managers deliver an exceptional client experience.
Position Overview:
The Case Manager Admin Assistant will play a vital role in supporting our case managers by handling administrative tasks communicating with clients and financial institutions and ensuring all cases are managed accurately and efficiently. This role requires strong communication skills excellent attention to detail and the ability to manage sensitive information with professionalism.
Key Responsibilities:
- Assist case managers with day-to-day administrative tasks and follow-ups.
- Communicate professionally via phone and email with banks creditors and clients.
- Draft and send clear concise and professional email correspondence.
- Maintain accurate records and documentation of all client interactions.
- Monitor case progress and ensure timely completion of required actions.
- Support the team in achieving service-level goals and maintaining compliance standards.
- Coordinate and update case information in company systems or CRM tools.
Requirements
- Excellent written and spoken English communication skills.
- Accent must be neutral ideally American Australian or British (or similar).
- Strong attention to detail and organizational skills.
- Prior experience in administrative support debt management finance or a related field preferred.
- Ability to work independently and manage multiple tasks simultaneously.
- Proficiency in Microsoft Office and experience with CRM systems.
- A proactive reliable and professional approach to work.
Required Skills:
Experience with specific platforms (e.g. Salesforce HubSpot Encompass LendingQB CashAssist) Knowledge of lending regulations (FDIC CFPB GLBA etc.) Familiarity with KYC/AML processes and risk management
Required Education:
Bachelors degree in finance or a related field
The client is one of Australias leading financial hardship and debt management companies helping clients regain financial control through compassionate professional and effective solutions. We are expanding our support team and looking for a dedicated Case Manager Admin Assistant to help our case ma...
The client is one of Australias leading financial hardship and debt management companies helping clients regain financial control through compassionate professional and effective solutions. We are expanding our support team and looking for a dedicated Case Manager Admin Assistant to help our case managers deliver an exceptional client experience.
Position Overview:
The Case Manager Admin Assistant will play a vital role in supporting our case managers by handling administrative tasks communicating with clients and financial institutions and ensuring all cases are managed accurately and efficiently. This role requires strong communication skills excellent attention to detail and the ability to manage sensitive information with professionalism.
Key Responsibilities:
- Assist case managers with day-to-day administrative tasks and follow-ups.
- Communicate professionally via phone and email with banks creditors and clients.
- Draft and send clear concise and professional email correspondence.
- Maintain accurate records and documentation of all client interactions.
- Monitor case progress and ensure timely completion of required actions.
- Support the team in achieving service-level goals and maintaining compliance standards.
- Coordinate and update case information in company systems or CRM tools.
Requirements
- Excellent written and spoken English communication skills.
- Accent must be neutral ideally American Australian or British (or similar).
- Strong attention to detail and organizational skills.
- Prior experience in administrative support debt management finance or a related field preferred.
- Ability to work independently and manage multiple tasks simultaneously.
- Proficiency in Microsoft Office and experience with CRM systems.
- A proactive reliable and professional approach to work.
Required Skills:
Experience with specific platforms (e.g. Salesforce HubSpot Encompass LendingQB CashAssist) Knowledge of lending regulations (FDIC CFPB GLBA etc.) Familiarity with KYC/AML processes and risk management
Required Education:
Bachelors degree in finance or a related field
View more
View less