Training Courses for Business Clerical & Financial Services

Payroll Officer

Skills & Knowledge you will learn View Details

Support performance-management processes
Review human resources functions
Support the recruitment, selection and induction of staff
Implement and monitor WHS policies, procedures and programs to meet legislative requirements
Lead effective workplace relationships
Support employee and industrial relations procedures
Process payroll
Report on financial activity
Develop and use complex spreadsheets
Address customer needs

Legal Assistant

Skills & Knowledge you will learn View Details

Implement effective communication strategies
Conduct work within a compliance framework
Identify and apply the legal framework
Establish and maintain a file in legal services
Produce complex legal documents
Apply the principles of contract law
Apply the principles of the law of torts
Research legal information using primary sources
Build and sustain an innovative work environment
Maintain trust accounts
Apply the principles of evidence law
Participate in environmentally sustainable work practices

Human Resources Manager

Skills & Knowledge you will learn View Details

Manage human resources services
Manage recruitment selection and induction processes
Develop and manage performance-management processes
Manage workforce planning
Implement and monitor WHS policies, procedures and programs to meet legislative requirements
Manage employee relations
Manage remuneration and employee benefits
Manage separation or termination
Manage mediation processes

Insurance Clerk

Skills & Knowledge you will learn View Details

Contribute to health and safety of self and others
Work effectively with others
Use business technology
Work effectively in the financial services industry
Establish client relationship and analyse needs
Develop, present and negotiate client solutions
Conduct customer engagement
Provide sales solutions to customers
Retrieve information from records
Conduct online transactions
Process payment documentation
Maintain business records
Be MoneySmart

Superannuation Assistant

Skills & Knowledge you will learn View Details

Contribute to health and safety of self and others
Work effectively with others
Use business technology
Work effectively in the financial services industry
Process superannuation fund payments
Establish, maintain and process superannuation records
Process superannuation contributions
Process superannuation rollover benefits
Implement member investment instructions
Terminate superannuation plans
Conduct customer engagement
Maintain business records
Be MoneySmart

Insurance Claims Officer

Skills & Knowledge you will learn View Details

Contribute to health and safety of self and others
Work effectively with others
Use business technology
Work effectively in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Provide Tier 2 general advice in general insurance
Provide Tier 2 personal advice in general insurance
Follow organisation procedures to process claim
Process facultative and treaty reinsurance claim
Settle claims
Process claims payments
Provide general advice on financial products and services
Conduct customer engagement

Insurance Broking Clerk

Skills & Knowledge you will learn View Details

Collect, analyse and record information
Deliver and monitor service to customers
Implement new or renewed insurance program for insurance broking clients
Place client insurances with insurers and confirm insurance cover with clients
Provide a claims service to an insurance broking client
Work effectively in the financial services industry
Process customer complaints
Work effectively in customer engagement
Develop product and service knowledge for customer engagement operation
Provide Tier 2 general advice in general insurance
Provide Tier 2 personal advice in general insurance
Maintain business resources

Assistant Financial Broker

Skills & Knowledge you will learn View Details

Comply with financial services legislation and industry codes of practice
Design and produce business documents
Process applications for credit
Prepare loan application on behalf of finance or mortgage broking clients
Identify client needs for broking services
Present broking options to client
Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Deliver and monitor a service to customers
Settle applications and loan arrangements in the finance and mortgage broking industry
Develop and nurture relationships with clients, other professionals and third party referrers
Prospect for new clients

Vehicle Loss Assessor

Skills & Knowledge you will learn View Details

Identify and report vehicle claim fraud indicators
Provide vehicle loss assessments and identify repair requirements
Provide vehicle total loss assessments
Review vehicle repair quotations
Apply insurance industry knowledge to vehicle loss assessments
Inspect quality of vehicle repair work
Identify and value vehicle salvage
Apply automotive mechanical and electrical knowledge to vehicle loss assessments
Apply automotive body and paint knowledge to vehicle loss assessments
Evaluate vehicle bodywork for damage and identify repair requirements
Evaluate vehicle paintwork for damage and identify refinish requirements
Follow environmental and sustainability best practice in an automotive workplace
Manage complex customer issues in an automotive workplace
Inspect damaged vehicle systems and recommend repairs
Build client relationships and business networks
Lead effective workplace relationships
Use information technology systems

Finance Sector Team Leader

Skills & Knowledge you will learn View Details

Apply principles of professional practice to work in the financial services industry
Establish client relationship and analyse needs
Develop, present and negotiate client solutions
Coordinate a small business customer portfolio
Participate in negotiations
Develop and maintain knowledge of financial markets products
Interpret financial markets information
Comply with financial services legislation and industry codes of practice
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Collect, assess and use information
Sell financial products and services
Assess credit applications
Promote understanding of the role and effective use of consumer credit

Street address
City
URL
State		Zip code
Country