Financial Planning Administration Assistant

Job Expectations:

• Position Type: Experienced - Individual Contributor
• Employment Type: Full-Time; Permanent (Direct Hire)
• Work Setup & Location: Fully Remote - Metro Manila
• Work Schedule: Weekdays; Day Shift (AU)
• Industry: Financial Services (Wealth Management)

About the Job:

We are looking for an Administration Assistant to join our clients team and support day-to-day financial planning and administrative this role you will maintain client information prepare reports and documents assist with client research and support financial planning and investment-related tasks. You will work closely with the team to ensure information is accurate organized and completed on time.

Key Responsibilities:

• Maintain and update client information in CRM and document management systems.
• Perform data entry and ensure client records are accurate and up to date.
• Prepare reports using CRM systems and provider portals.
• Prepare format and edit letters documents emails and client correspondence.
• Assist with client research and gather required information and documents.
• Research financial concepts superannuation retirement and tax strategies.
• Review and interpret financial and tax documents related to client investments.
• Support financial planning and investment-related activities.
• Assist with business requirements process improvements and automation initiatives.
• Provide support for projects and other administrative tasks as needed.

Qualifications:

• Bachelors Degree in Finance Accounting Business or a related field.
• 3 years of experience in financial services preferably within the financial planning industry.
• Good numerical and logical reasoning skills with strong attention to detail.
• Familiarity with Australian superannuation Centrelink and investment products is an advantage.
• Strong skills in Microsoft Excel and MS Office.
• Highly organized with strong time management and the ability to manage multiple priorities.
• Ability to work independently while collaborating effectively with a team.
• Willingness to learn and develop expertise in wealth management and financial planning.
• Excellent interpersonal and English communication (written & verbal) skills.

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Only shortlisted candidates will be contacted. Updating or tailoring your CV is highly recommended.