FP Administration Assistant AU Client - Remote

Responsibilities:

• Producing Portfolio Reviews and documents for assessment in preparation for client meetings with the use of a financial planning software program.
• This will involve:
• Inputting data provided by a manager in the financial planning software.
• Reviewing the data in the financial planning software to ensure it is accurate.
• Generating and compiling reports from the financial planning software.
• Using the financial planning software to prepare other documents.
  
• Assisting in administration tasks for client meetings and on an ongoing basis (e.g., account applications)
• Managing data in a financial planning software, including:
• Setting up new clients and related information in the software
• Updating investment information in the financial planning software regularly
• All administrative processing & workflow management
  
• Admin team coordination
• Database maintenance
• Proactively work with internal and external business units to anticipate administrative requirements and deliver to deadlines.
• Support the end-to-end processes associated with administration, onboarding processes, drafting correspondence, and completion of tasks where required.
• Contacting and speaking with suppliers and product providers.
  
  

• Bachelors degree in finance, Commerce, Business or Accounting (highly advantageous)
• At least 3 years of work experience in financial planning.
• Experience I or exposure to X-Plan (highly advantageous)
• Intermediate skill level using Microsoft Office software, including Word, Excel and Outlook
• Demonstrated ability to work independently and proactively.
• Preferred experience working with Australian clients.
• Must have excellent written and oral communication skills.
• Must be highly engaged, focused, and data-driven, and must be approachable and professional
  
  
  

• Medical, dental, and life insurance from day one
• Paid vacation and sick leave (with quarterly conversion)
• Competitive salary and annual appraisals
• Financial assistance program
• Mandatory government benefits and 13th-month pay
• Regular company events, promoting work-life balance and career growth