Financial Planning Assistant (AU)

Position Type: Full Time

Location: Philippines (Remote)

Schedule: Monday-Friday, 9am-5:30pm Australia Time

About the Company

Our client is based in Australia that specializes in providing expert financial advice in wealth management.

About the Role

As an Administration Assistant, you will be responsible for maintaining CRM data, generating reports, assisting with client research, supporting investment strategies, and handling administrative tasks related to financial planning.

The role will suit someone who enjoys working in a busy environment and is highly client service focused. The suitable candidate will have the following qualities:

• Highly professional with exceptional written and verbal communication skills in English;
• Intelligent, ambitious and eager to learn, with a strong desire for professional growth;
• A team player who is comfortable working in a team environment and is able to handle a busy and challenging workload;
• Demonstrate a good understanding of the advice process;
• Well organised and be able to prioritise tasks and follow through to completion; and
• Detail-oriented with strong time management skills and the ability to work independently and take initiative.

Responsibilities

• Support the broader business by compiling data; drafting letters and documents as needed
• Data entry to and from our CRM and Document Management tools
• Maintain CRM client information with relevant updates
• Creating reports from the CRM and providers’ portals,
• Collect and document business requirements and process improvement/automation efforts
• Project research and special projects for the team as required
• Formatting, drafting, editing and sending emails and customer correspondence.
• Conduct research on financial concepts, superannuation retirement and tax strategies
• Work with clients to gather necessary information and documents
• Understand and interpret financial and tax documents related to clients’ investments
• Manage and update client information in the company’s database

Competencies and Qualifications

• 3 or more years of experience in a financial services role in the financial planning industry
• Strong numerical and logical reasoning skills
• Good with maths and comfortable working with numbers
• Familiarity with Superannuation, Centrelink and Investments in Australia
• A desire to become an expert in wealth products and assist advisers in the advice preparation process
• Strong skills in Microsoft Excel and MS Office
• Meticulous attention to details, especially in calculations and materials prepared

What We Offer

• 100% Remote Work
• 13th Month Pay
• Healthcare (HMO)
• Comprehensive Fringe Benefits package
• Paid Service Incentive Lead (SIL)

Application Process

We understand that searching for a new job can be challenging, and we’re here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we’ll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.