Admin Paraplanner AU Financial Service WFH

Schedule: 6:00AM-3:00PM PHT

What are we looking for?

• Relevant tertiary qualification in Finance, Accounting, or Business preferred.
• Proficient in financial strategy construction and modelling.
• Familiarity with SOA preparation and AdviserLogic software (trainable if necessary).
• Knowledge of workflow/project management tools, preferably Asana.
• Ability to manage multiple clients simultaneously (average 12x active clients).
• Skilled in collecting, verifying, and managing client documentation.
• Excellent communication and interpersonal skills for direct client and institution interactions
  
  

What will you do?

• Collect, verify, and maintain client information and documentation.
• Communicate directly with clients.
• Participate in advice and financial strategy construction, ensuring strategies align with client needs and regulatory requirements.
• Prepare and generate Statements of Advice (SOAs) using AdviserLogic software (training provided if needed).
• Implement financial advice strategies and monitor client progress.
• Manage outbound communications (calls and emails) for information gathering and client coordination.
• Handle high-quality, complex client cases with attention to detail and accuracy.
• Use Asana or other workflow tools to track tasks and deadlines.
• Ensure all advice and actions are aligned with Australian financial regulations and best practices.
  
  

Join the awesome team and enjoy these benefits & perks:

• Work from Home
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
  
  

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client provides high-quality, family-centered Allied Health services focusing on speech and language, feeding and swallowing, learning and literacy, fluency, communication, social skills, and mental health for all ages, including aged care.

#ConnectOSCareers #JoinConnectOS #ConnectOSNonTech

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

---