WFH AU Admin Assistant with AU Financial Planning experience - Omnis Group
WFH AU Admin Assistant with AU Financial Planning experience - Omnis Group
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1 Vacancy
Job Description
About Us
At Omnis we are Australian based specialists in accounting and financial planning and proud Xero Gold Partners. We provide realtime relevant financial insights to empower our clients to make confident business and personal finance decisions. Join a collaborative team of experienced professionalswhere youll contribute to meaningful client outcomes and work closely with industry leaders including our Managing Director Daniel Morcombe.
Why Join Us
We offer a dynamic and supportive work environment with excellent benefits including:
- Salary starting frompesos per month.
- Working Monday to Friday 7:00 am to 4:00 pm PH time.
- Permanent workfromhome setup.
- 25 days of paid leave AU public holidays.
- Day off on your Birthday!
- Equipment supplied.
- Annual salary review.
- A fun team to work with.
- Training and career growth.
Job Summary
We are seeking a highly organised and proactive Virtual Administrative Assistant to support our Australian financial planning team. In this remote role you will play a key part in ensuring seamless client service by managing scheduling documentation and communications. Ideal for someone with strong administrative experiencepreferably within the financial services sectorthis position offers flexibility autonomy and the opportunity to contribute to a clientfocused valuesdriven business.
Key Responsibilities
- Provide administrative support to financial advisors and team members.
- Manage calendars schedule client meetings and coordinate virtual appointments.
- Prepare and edit client communications reports and documentation.
- Maintain accurate client records and ensure compliance with data privacy policies.
- Process new client onboarding documents and follow up on required forms.
- Liaise with clients to gather information schedule reviews and respond to queries.
- Track workflow tasks and ensure timely followups using CRM systems.
- Assist with basic bookkeeping or invoicing tasks (optional but preferred).
- Support adhoc administrative projects as needed.
About you
- Proven experience as an administrative assistant preferably in financial planning.
- Exceptional attention to detail and time management.
- Highly Techsavvy / knowledge working with AdviserLogic (desirable).
- Excellent verbal and written communication skills.
- Capable of handling confidential information with discretion.
- Selfstarter who can work independently in a virtual environment.
Employment Type
Full Time
