The text you provided outlines the core expectations, values, responsibilities, and key performance indicators (KPIs) for employees, particularly those working in the financial and administrative areas of the business. Below is a structured summary that focuses on the key aspects:
Core Values and Expectations:
Support our People
- Employees are the most valuable resource.
- Attracting, developing, and retaining top talent is essential.
Serve our Clients
- Success is measured by the value delivered to clients.
- Aim to be the trusted advisor and preferred business partner for clients.
Aspire to Leadership
- Strive to be the best in all activities and endeavors.
Conduct and Behavior:
- Adhere to all company policies and procedures, reporting concerns.
- Ensure workplace safety in compliance with Occupational Health and Safety requirements.
- Commit to continuous personal and professional development.
- Foster a workplace free of discrimination, harassment, and bullying.
- Perform duties safely and competently as directed by the manager.
Key Dimensions:
Financial Delegation:
- No financial delegation is assigned; all financial expenditures must be approved by the Controller.
Internal Relationships:
- Regular interaction with the Controller, Accounts Team, and Administration for knowledge sharing and improvement.
External Relationships:
- Liaise with clients and customers on payments, documentation clarification, and respond to inquiries.
Key Responsibilities:
- Accounts Payable & Receivable: Maintain and process transactions.
- Client Communication: Respond to queries regarding AP and AR.
- General Ledger: Perform various reconciliations.
- Reporting: Provide daily, weekly, and monthly reports to ensure business efficiency.
- Debt Collection: Actively pursue outstanding debtors.
- Banking & Financial Tasks: Manage collections, reconciliations, and approvals.
- Compliance: Adhere to accounting standards and corporate reporting deadlines.
- Ad hoc Duties: Fulfill additional administrative or financial tasks as required.
Qualifications And Skills:
- Preferred Qualifications:
- Experience with PeopleSoft and Australian GST Law.
- Background in financial management for residential valuations.
- Key Skills:
- Strong relationship-building abilities.
- High attention to detail, particularly with high-volume business.
- Autonomous working ability.
- Proficiency in communication (written and verbal).
- Strong Excel and ERP system capabilities.
Key Performance Indicators (KPIs):
Work Productivity:
- Timely processing of financial statements, receipts, and reconciliations.
- Regular monitoring and response to client queries.
- Monthly reconciliations of major accounts (Valex, ANZ, WestPac, etc.).
Team Focus:
- Positive feedback from management and colleagues.
- Demonstrate initiative, particularly during slower workflow periods.
Quality and Compliance:
- Ensure 100% accuracy in all completed tasks.
- Address any stakeholder feedback to improve quality.
Company Growth:
- Identify service improvement opportunities.
- Contribute to business growth by maintaining strong client relationships.
Key External Relationships
Client Liaison:
- Act as the point of contact for external clients regarding financial documentation, clarifications on accounts, and payment processing. Maintain clear, professional, and effective communication with clients to ensure positive relationships and timely issue resolution.
External Inquiries Management:
- Handle inquiries from external parties, such as payment queries, prepayments, or documentation clarifications, ensuring timely and accurate responses.
Additional KPIs:
Turnaround Times:
- Ensure all tasks, such as daily reconciliations, monthly reports, and client communications, are completed within the specified time frames to maintain operational efficiency.
Accuracy and Compliance:
- Adhere to regulatory requirements, ensuring that all financial documentation and processes are compliant with both internal policies and external legal standards, including Australian GST law.
Client Satisfaction:
- Maintain high levels of client satisfaction by ensuring that all client-facing interactions and deliverables, including financial reports and reconciliations, are accurate and timely.
Operational Efficiency:
- Regularly review and improve financial processes to increase the efficiency of the Accounts Payable and Receivable functions, reduce turnaround times, and ensure accuracy across all transactions.
Growth And Innovation:
Identifying Opportunities:
- Actively identify areas where processes can be streamlined or improved to enhance service delivery, efficiency, and client satisfaction. Provide suggestions for innovations or enhancements to existing financial processes.
Client Relationship Development:
- Engage in relationship-building initiatives with clients and external stakeholders, identifying opportunities to enhance business partnerships and extend service offerings.
Behavioral Expectations:
Accountability:
- Take ownership of all tasks and responsibilities assigned, ensuring they are completed to the highest standard and in compliance with JLL's policies and procedures.
Integrity and Professionalism:
- Demonstrate professionalism in all interactions, maintaining integrity, honesty, and transparency when dealing with clients, colleagues, and external stakeholders.
Commitment to Safety:
- Ensure all work is performed with safety in mind, complying with relevant Occupational Health and Safety
In summary:
The company's financial and administrative departments use this extensive collection of duties, objectives, and key performance indicators (KPIs) to direct staff members in their positions. Employees will contribute to the organization's overall success, uphold financial standards, and foster excellent client connections by carrying out their assigned duties.
A mix of great attention to detail, financial expertise, excellent communication, and the capacity to work both independently and cooperatively in a team are necessary for success in this profession.