Total 469 accounts officer job vacancies in Others category in wa perth south eastern suburbs

• Conduct essential KYC screenings and reviews for Moomoo members, cross-verifying data from diverse independent research sources by KYC procedures.
• Collaborate effectively with internal and external stakeholders while upholding awareness of AML/KYC regulatory requirements and compliance due diligence functions.
• Autonomously execute tasks while adhering to quality standards under leadership direction.
• Assist in issue resolution and communication under guidance from leadership.
• Resolve Moomoo member account issues, including a comprehensive documentation review for compliance fulfilment.
• Provide policy and procedures interpretation with key stakeholders & clients.
• Update forms as per local regulations and work closely with Compliance Operations to expedite documentation reviews and provide clarifications.
• Follow up with customers to ensure timely information submission.
• Ensure all tasks align with our policies and regulations.

• Bachelor's degree or equivalent with a focus in business, accounting or finance;
• 1-2 years of AML/CTF experience;
• Excellent verbal and written communication skills both in English & Chinese;
• Excellent digital literacy, including MS Office application knowledge and a broad understanding of securities and investments;
• Strong research and analytical skills and comfortable working under tight timelines;
• Works effectively and independently while being a team player;
• Willingness to work on a shift basis, including weekend shifts;
• Preferred, though not mandatory, possession of RG146 accreditations for general advice and securities. Full training and accreditation are available if required.

TMGM stands at the forefront of online trading and investment services, proudly serving as Chelsea FC's Official Regional Online Forex and Trading Partner in Asia Pacific. With a global presence and offices spanning three continents, TMGM has earned its reputation as a trusted CFD trading provider. We embody excellence through a commitment to regulatory compliance, technological innovation, and unparalleled customer service.

At TMGM, our vision goes beyond providing a platform for trading; we aspire to empower our clients with the best trading conditions. We leverage industry-leading and cutting-edge innovative platforms to ensure that your trading experience is nothing short of exceptional. Our relentless commitment to research and development continually pushes the boundaries of liquidity and usability, giving them the tools they need to thrive in an ever-evolving financial landscape.

About The Role：

We are seeking a Senior Promotion Operations Officer to join our dynamic team within the financial industry, specifically focusing on CFDs (Contracts for Difference). The ideal candidate will be responsible for overseeing the entire lifecycle of promotional operations, ensuring smooth processes, and collaborating with various departments to deliver an optimal client experience. This role requires a keen eye for detail, strong data management skills, and the ability to work efficiently in a fast-paced environment.

Key Responsibilities：

• Review promotion applications to ensure all eligibility criteria are met.
• Set up client accounts in accordance with promotion requirements.
• Provide stakeholders with advice on promotion details and address related inquiries.
• Handle the organization and calculation of large amounts of data related to various promotions.
• Organize and report data to support the marketing team in measuring the effectiveness of campaigns.
• Update and distribute Standard Operating Procedure (SOP) documentation, ensuring all operational processes are clearly defined and kept up to date.
• Collaborate closely with the marketing, product, and other departments to ensure a seamless client experience, while also proposing operational improvements where necessary.
• Strengthen communication between promotion operations teams and other departments, ensuring customer feedback is incorporated into promotion and process improvements.

• At least 2 years of experience in an operations team within the CFD industry or other financial industries is preferred.
• Strong project management skills with a proven ability to oversee multiple projects concurrently in a fast-paced environment.
• Strong attention to detail and a commitment to accuracy.
• Quick learner with the ability to absorb and apply information efficiently.
• A team player with excellent collaboration skills.
• Proficiency in Microsoft Office (advanced Excel skills are an advantage).
• Willingness to work on public holidays.
• Bilingual proficiency in English and Chinese (Mandarin).

• Celebrate your tenure with us! Receive generous milestone anniversary gifts that grow with each year of service.
• Join a vibrant workplace culture with fantastic team-building activities and WFH arrangements.
• Prioritize your well-being! Access our Flexible Spending Account (FSA) for various health and wellness needs.
• Invest in your growth! Access annual training opportunities tailored to your role.

This is your opportunity to join our team of forward-thinking, change-making individuals. Operating at the intersection of health and tech, you'll help us shape the future of healthcare. 

Our Mission

Healthengine’s mission is to improve access to healthcare by helping Australians find and connect with all primary care providers. We strive to achieve this through Australia’s leading healthcare marketplace, bringing together over 4 million active Australians, and more than 10 thousand practitioners that are powered by our technology - and growing.

We’re all patients, right? So, it’s easy to get behind a mission that seeks to improve the healthcare experience for all Australians. 

The Gig

We are looking for a part-time accounts receivable officer to join our Finance Team on a 12-month contract, working 15-20 hours per week with the flexibility of working across 2 or 3 days. 

Reporting into the Finance Manager, the purpose of this role is to ensure Healthengine receives timely payment for the services it provides and to ensure these transactions are recorded appropriately. The overall goal is to maintain our aged receivables, improve the number of days sales are outstanding (DSO) and ensure our monthly cash collection targets are met. 

Responsibilities:

• Performance of daily bank account reconciliations at an estimated volume of 20-50 transactions per day.

• Maintenance of all accounts receivable records 

• Resolving customer account queries and investigating any other irregularities

• Collection of customer overdue accounts including the sending of statements and liaising with debt collection agencies

• Assistance with the preparation of weekly and monthly DSO and aged receivables reporting

• Attending to up to 20 outbound customer debt follow-up calls per week, along with emails

• Providing cover and support to the broader Finance team including assistance with other ad-hoc finance tasks (as required)

About You

You're the kind of person who takes accountability in a fast-paced, autonomous and flexible environment. Fast may be your default (like us!) but you never, ever compromise on what’s important, willing to take a steady, more informed approach when it comes to maintaining the trust of our team and customers. You handle change like a pro, and continuous improvement is a way of life. You are not afraid to speak up and share your thoughts respectfully, with the intention of making positive change. You take initiative and drive your own learning journey without waiting for someone to point you in the right direction. And ultimately, you care: about people, health and innovation. 

Experience you’ll bring:

• You have the ability to negotiate effectively and professionally with a range of customers and/or colleagues, with a focus on customer retention. 

• You are comfortable working autonomously and willing to take full ownership of the responsibilities and tasks associated with the role.

• You are able to manage your own time effectively, multi-task when required and work well under pressure. 

• You are also comfortable with new systems and processes including the use of Microsoft Excel to prepare and replicate financial reports.

• 2+ years experience in a similar position

• Experience with Microsoft Office and an intermediate level of Microsoft Excel skills

• Exposure to any of NetSuite, ZenDesk or SalesForce CSM would be looked upon favourably

Additional Information

The perks behind the work

Healthengine is where you’ll be your best self. You’ll collaborate with smart, interesting people who will challenge you to be better. You will learn a lot and grow even more. Healthengine is the ideal workplace to bring ideas, make change and leave a lasting impact on your team and the industry. 

In addition to an array of growth opportunities, we also offer:

• A hybrid workplace that offers flexibility to balance work and life

• A vibrant social calendar of events, quarterly team-building activities and more

• Unlimited coffee and snacks, and a subsidised vending machine in our Perth office 

• Awesome discounts and salary packaging options through our benefit partner, Maxxia

• Access to learning resources to develop your personal and professional skills 

• Workplace wellness program, including extra leave and access to EAP and other wellbeing resources

• Extra leave so you can recharge and focus on your wellbeing 

• Support for you when it comes time to grow your family with paid parental leave

We're proud to share that Healthengine ranked 13th Best Workplace in Technology 2023 and are a certified Great Place to Work in Australia 2024.

Diversity and inclusion

At Healthengine, we believe in the power of a diverse work environment to fulfil our mission and better serve our providers and patients. We’ve created a culture that genuinely values diverse perspectives and backgrounds, knowing that our differences can inspire new ideas. We are fully committed to building and maintaining our inclusive environment where all voices are respected and heard. If you think you have what it takes but don't check all the boxes, reach out anyway - we’d love to hear from you.