Financial Planning Admin Assistant – Onsite with Growth

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

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.