Admin Support (AU Client - Hybrid-to-Remote)

obs; Makati; Remote; PHP 420,000 - 600,000; Full time

Job summary

obs in Metro Manila seeks a diligent financial planning support administrator to assist a Financial Planner based in Australia. You will handle day-to-day planning administration, prepare for client meetings, coordinate documents, and liaise with clients and third parties to ensure timely outcomes.

The role focuses on maintaining accuracy in Xplan, supporting client reviews, processing accounts payable/receivable with MYOB, and contributing to ongoing professional development.

Qualifications

• 2–3 years experience in a similar financial planning support or administration role.
• Experience with Xplan CRM.
• Experience supporting Financial Planners with administrative and client service tasks.
• Strong attention to detail and a passion for data accuracy.
• Excellent written and verbal communication skills.
• Strong time management and organisational skills.
• A genuine interest in and passion for financial planning.

Responsibilities

• Assist in all aspects of the financial planning administration process, collaborating with a Financial Planner based in Australia.
• Help prepare for client meetings, coordinate documentation, and liaise with clients and third parties to ensure timely outcomes.
• Support and manage the client review process (preparing documents, fee reviews, obtaining reports).
• Provide general administrative support (forms for investments, ROAs/SOAs, and regulatory reporting).
• Process accounts payable/receivable using MYOB and monitor workflows.
• Maintain accurate client records in Xplan (document uploads, data entry, asset pricing updates).
• Assist with drafting Corporate Actions communications for client portfolios.

Skills

Financial planning support

Client service

Attention to detail

Communication skills

Time management

Organisational skills

Interest in FP

Tools

Xplan CRM

Job description

Responsibilities

You will be required to assist in all aspects of the financial planning administration process, which may at times extend beyond the duties listed below. Working closely with a Financial Planner based in Australia, you will play a key role in supporting client service delivery and ongoing advice processes.

This role involves managing the day-to-day financial planning support functions, including preparing for client meetings, coordinating documentation, and liaising with clients and third parties to ensure smooth and timely outcomes. You will be expected to maintain a high level of accuracy, organisation, and proactive communication at all times..

Other responsibilities include but are not limited to:

Supporting and managing the client review process, including:

• Preparation of documents required for client meetings
• Fee reviews and Fee consents
• Obtaining reports, statements, and legal documents from financial institutions, clients, accountants, and legal firms

Providing general administrative support to the business, including:

• Completing forms to place investments and meet government and statutory reporting obligations
• Obtaining relevant PDS, research materials, TMDs, and supporting documentation for ROAs, SOAs, and wholesale investment advice
• Processing and following up accounts payable and receivable using MYOB
• Monitoring and following up workflows

Maintaining accurate and compliant client records in Xplan, including:

• Uploading documents and keying data into Xplan
• Updating asset pricing and values on Xplan and other investment platforms
• Drafting and preparing Corporate Actions communications for client portfolios

You will receive in-house support and training, along with opportunities for ongoing professional development. You will be responsible for prioritising your daily workload while maintaining a high standard of accuracy and compliance.

Requirements

• 2–3 years experience in a similar financial planning support or administration role
• Experience with Xplan CRM
• Experience supporting Financial Planners with administrative and client service tasks
• Strong attention to detail and a passion for data accuracy
• Excellent written and verbal communication skills
• Strong time management and organisational skills
• A genuine interest in and passion for financial planning