Entry-Level Financial Planning Support Specialist

Advice Lab Inc; Philippines; Remote; PHP 300,000 - 450,000; Full time

Benefits offered by this job

Competitive Salary

13th month pay

Relocation assistance

HMO

PC/laptop provided

Job summary

Advice Lab Inc. in the Philippines is seeking an administrative support specialist to assist Australian Financial Advisers in delivering high-quality financial planning services.

You will handle a mix of administrative duties and client engagement, ensuring accuracy, timely delivery, and compliance with guidelines. The role requires attention to data integrity, familiarity with MS Outlook, Excel, Word, and PowerPoint, and a willingness to learn X-Plan software if available.

Qualifications

• 1+ year of experience in Australian financial planning admin tasks.
• Experience with X-Plan software is an advantage.
• Proficiency with MS Outlook, Excel, Word and PowerPoint.
• Bachelor's degree or two years of college with two years' work experience.

Responsibilities

• Support administrative tasks and client engagement for advisers.
• Maintain client records and ensure data confidentiality.
• Prepare documents for client review meetings.
• Assist in applying for financial services, coordinating with providers.
• Stay updated on Australian financial regulations and industry trends.

Skills

Administrative support

Customer service

Data accuracy

MS Office

Education

Bachelor's degree

Tools

X-Plan

Job description

Advice Lab Inc. in the Philippines is seeking an administrative support specialist to assist Australian Financial Advisers in delivering high-quality financial planning services.

You will handle a mix of administrative duties and client engagement, ensuring accuracy, timely delivery, and compliance with guidelines. The role requires attention to data integrity, familiarity with MS Outlook, Excel, Word, and PowerPoint, and a willingness to learn X-Plan software if available.