Paraplanner Assistant (AO-13848)

This is a remote position.

ABOUT ACCESS OFFSHORING:

We specialise in providing Australian businesses with experience and qualified professionals based in the Philippines. Not only does our team of recruiters have extensive experience in sourcing and recruiting offshore talent we also help Australian businesses implement best practice when it comes to building an offshore team.

ABOUT THE CLIENT:

Our client is a boutique financial advisory firm based in Australia dedicated to providing personalised financial solutions to high-net-worth individuals and families. They emphasise building long-term relationships with clients understanding their unique financial goals and crafting tailored strategies to achieve them.

JOB SUMMARY:

We are seeking a highly organised and detail-oriented Administrative Support professional to join our team remotely. This role will provide essential administrative support to our advisor allowing them to focus on client relationships and strategic planning. The ideal candidate will have experience in financial services administration strong typing and communication skills and familiarity with financial planning software such as BT Wrap and Xplan. This role is perfect for a highly motivated individual seeking to gain experience in the financial planning industry.

KEY RESPONSIBILITIES:

• Fee Form Management: Accurately prepare and process client fee forms ensuring compliance with company procedures. This includes data entry calculation of fees and tracking of payment status.
  

• Review Pack Preparation: Assist in the preparation of client review packs including collating relevant documents generating reports from Xplan and ensuring accuracy and completeness of information.
  

• Asset Allocation Support: Assist with updating and maintaining client asset allocation information within Xplan under the guidance of the advisor. This may involve data entry and generating reports.
  

• Record of Advice (ROA) Support: Provide administrative support for the creation and management of Records of Advice (ROAs) including typing file notes formatting documents and ensuring compliance requirements are met.
  

• File Note Management: Accurately and efficiently type file notes from advisor meetings ensuring clear and concise documentation of client interactions.
  

• Data Entry and Management: Perform accurate data entry into various systems including BT Wrap and Xplan ensuring data integrity and consistency.
  

• General Administrative Support: Provide general administrative support as needed including scheduling appointments managing correspondence and other ad-hoc tasks.
  

Requirements

SKILLS & QUALIFICATIONS:

• Proven experience in administrative support preferably within the financial services industry.
  

• Excellent typing skills with high accuracy and speed.
  

• Strong attention to detail and ability to maintain accuracy in data entry and document preparation.
  

• Proficiency in Microsoft Office Suite (Word Excel Outlook).
  

• Experience with financial planning software such as BT Wrap and Xplan is highly desirable.
  

• Excellent communication skills both written and verbal.
  

• Ability to work independently and as part of a team in a remote work environment.
  

• Strong organisational skills and ability to prioritise tasks effectively.
  

• Familiarity with financial planning concepts and terminology is a plus.
  

Benefits