Admin Virtual Assistant

Job Description

The client is one of Australia’s 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

Requirements

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