Work Schedule: 1pm to 5pm Australian Western Standard Time
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
Responsibilities:
- Collect and organize client bank statements and intake documentation for monthly review sessions
- Upload bank statement data into AI-driven analysis tools and generate user-friendly financial reports
- Communicate with clients to confirm upcoming appointments and request required financial documents
- Review AI-generated reports for accuracy and highlight key spending changes or trends
- Maintain and update budget tracking spreadsheets for each client ahead of scheduled consultations
- Prepare summary reports showing monthly progress, savings achieved, and areas for improvement
Requirements:
- Background in finance, financial analysis, or financial planning
- Strong attention to detail and ability to interpret financial data accurately
- Excellent written and verbal communication skills for client interaction
- Ability to work independently and manage multiple client accounts simultaneously
- Proactive approach to problem-solving and process improvement
- Comfortable using AI tools and digital platforms for data analysis and reporting
Scope:
- Support a six-month budget tracking program for clients seeking to improve savings habits
- Manage administrative and analytical tasks for 3–5 pilot clients initially, with potential to scale
- Coordinate closely with the business owner to ensure seamless handoff of prepared materials
- Work part-time hours with potential to expand as the program grows
- Operate within established workflows while contributing to process refinement during the launch phase
Side Note
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This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.
Reminder
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Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.