Administrative Assistant - Financial Planning Australian Client Day Shift

Brainbox; Angeles; On-site; PHP 312,000 - 424,000; Full time

Benefits offered by this job

Attractive salary

Work from home

HMO day 1

Paid time off

Career growth opportunities

Job summary

Brainbox is hiring an Administrative Assistant to manage day-to-day planning and administration for an Australian financial advice and mortgage practice. You will handle client data, forms, and coordination across advisers and clients, with a dedicated seat and direct responsibility for a personal queue.

The role requires 2+ years in process-driven administration, strong English writing, and experience with CRM platforms.

Qualifications

• At least two years in a process-driven administration role.
• Daily use of a CRM or system of record with accurate data maintenance.
• Experience reconciling reports, invoicing, and following up payables/receivables.
• Excellent written English for client emails with no rewrite needed.
• Comfort communicating with external providers by phone and email.

Responsibilities

• Enter and maintain client data in financial planning and home loan platforms.
• Complete forms and investment notifications; maintain transactions.
• Coordinate investment lodgements, withdrawals, and direct securities trades.
• Process superannuation and insurance applications, rollovers, and redemptions.
• Liaise with fund managers and stockbrokers to advance requests; handle underwriting.

Skills

CRM experience

Data entry

Microsoft Office

English writing

Attention to detail

Tools

Adviser Logic

MYCRM

Xplan

COIN

Midwinter

Job description

Job Description:

About Brainbox

Brainbox is different from every other BPO. Its not just the amazing culture, strong brand, loyal customers, and talented staff - it is deeper than that. The Brainbox core value of Always Be Kind is embedded in every policy, decision, and every day. We develop our people, and the Philippines management team is all Filipinos. Everything we do aims to provide people with a work culture that helps them improve every single day. From unlimited training to HMO benefits from day 1, we want our people to love what they do and become the best versions of themselves.

We are looking for an Administrative Assistant who will take ownership of the day-to-day planning and administration work for an Australian financial advice and mortgage practice, so that advisers can spend their time on client meetings and advice rather than paperwork. This is a single, dedicated seat working directly with the practices advisers and clients, holding your own queue rather than working through a team leader or a manager.

Our client is a small Australian financial services practice based in Perth, Western Australia, running two lines of business side by side: personal financial advice covering superannuation, insurance and investments, and home loan broking.

Key Duties

• Enter and maintain client data in the practices financial planning and home loan platforms, keeping client files and databases current.
• Complete application forms and investment notifications, and maintain transaction data entry.
• Coordinate investment lodgements and withdrawals, and direct securities transactions.
• Attend to superannuation and insurance applications, rollovers and redemption requests.
• Liaise with fund managers, super providers and stockbrokers to progress requests and follow up underwriting requirements.
• Run home loan administration compliance checks and send associated client emails.
• Conduct compliance reviews on client files and record what was checked.
• Support advisers with client reviews, financial plans, reports, client emails and basic Statements of Advice.
• Issue client welcome packs and compliance documentation.
• Open and distribute daily email, answer client administrative enquiries, and make follow-up calls to new clients.
• Coordinate adviser appointments and maintain the client review schedule.
• Download prospectuses and customer information brochures as required.
• Reconcile brokerage and commission reports.
• Coordinate client invoicing and maintain accounts receivable and payable.
• Coordinate mail merges, direct marketing, client seminars and newsletter mailings

Essential

• At least two years experience in a process-driven administration role
• Daily experience working in a CRM or system of record, with a track record of keeping client data clean and accurate
• Experience reconciling reports (for example, commission or brokerage reports), raising invoices, and following up receivables and payables
• Excellent written English, to a standard where client emails can be sent without needing to be rewritten
• Comfortable dealing directly with external providers or suppliers by phone and email to chase an outcome
• Able to handle confidential client financial and identity information with discretion.
• Excellent attention to detail and strong process discipline.
• Proficient in Microsoft Outlook, Word and Excel.

Preferred

• Prior experience in Australian financial planning or mortgage broking.
• Experience with Adviser Logic, MYCRM, Xplan, COIN or Midwinter, or a similar financial planning platform.
• Experience with Australian superannuation, insurance or mortgage provider portals.
• Experience with accounting or invoicing software.

Perks

• Attractive and competitive salary
• A work-from-home arrangement
• Tenure-based and Performance-based incentives
• Paid time off
• Unlimited cash incentives for hired referrals
• Engagement and Recognition programs
• HMO on day 1
• Work-life balance with a 37.5h week and free weekends
• International career growth and clients
• Opportunities to travel abroad
• Modern air-conditioned offices, located along MacArthur Highway (easy public transportation access), near residences, malls, and restaurants
• Fun and inclusive working environment and great working culture
• Dedicated local support with local Management, HR, onboarding, payroll, and ICT
• Access to unlimited training and micro-competencies to advance your skills

This role is subject to a number of skills and possible online practical tests.

This position is an onsite role at our Pampanga office. Candidate must be willing to work on-site.

Requirements: