Revenue Analyst Job in Sydney 2000, New South Wales Australia
Our client is looking for a revenue analyst to join their Wealth Management business. The role requires someone to report on business information across all of the revenue generating business units as well as collate all the relevant information. These areas include lending, general insurance, term deposits, accounting, investments and financial planning, e.g. life insurance, advice platforms and SMSF's. The incumbent needs to demonstrate a very strong work ethic, a willingness to learn and enjoy being part of a team while equally happy to work independently on tasks.
Key Responsibilities:
The role includes but is not limited to the following:
- Organise payment of Branch commission across all products
- Facilitate Branch commission queries.
- Track due commissions based on completed sales
- Monitor upfront commissions and ensuring they are paid
- Reconcile trial payments against know clients
- Provide monthly sales reports for various products
- Sales Management Reporting
- Reconcile sales activity to general ledger
- Adhoc reporting based on sales or enquiries
Key Skills and Requirements:
- Calm and professional approach to complaint management
- Ability to work to tight deadlines
- CA or CPA qualified
- A proven analytical focus
- Advanced Excel experience
- Exceptional written and communication skills
- Ideally the incumbent will have an understanding of wealth management products
- At least 2 years experience in office based role.
If you feel your skills are appropriate please apply via the link or via email to ciara.mcloughlin@robertwalters.com.au .