Financial Planning Admin & Client Support Specialist

obs; Philippines; Remote; PHP 335,000 - 580,000; Full time

Benefits offered by this job

Medical insurance

Paid vacation

Sick leave

Competitive salary & annual appraisals

Financial assistance program

13th-month pay

Company events

Job summary

obs in Philippines is seeking an organized Administrative Support Specialist to assist with report generation, file management, calendar coordination, and client follow-ups. You will serve as the first point of contact for calls and help keep documentation accurate.

The role involves back-office tasks across AdvisorLogic, Xplan, Macquarie, HUB24, and other systems, ensuring confidentiality and timely invoicing and payments. Strong English communication and multi-tasking are essential.

Qualifications

• 2–3 years' experience supporting Australian Financial Advisers or financial planning practices is required.
• Experience with Xplan, Macquarie, and HUB24 is highly regarded, AdvisorLogic experience is a strong advantage.
• Experience with financial planning administration, including report generation and client file preparation.
• Familiarity with SOAs, ROAs, and client documentation is highly regarded.
• Experience managing calendars, scheduling appointments, and coordinating meetings.
• Experience handling client follow-ups, including invoicing and outstanding payments.
• Strong written and verbal English communication skills.

Responsibilities

• Provide administrative and operational support, assisting with report generation and file management.
• Manage calendars, coordinate meetings, and arrange client appointments.
• Act as first point of contact for incoming calls and client inquiries.
• Prepare and organise client files; maintain confidentiality of information.
• Support compliance-related administration, including SOAs/ROAs checks.
• Follow up with clients on documentation, invoicing, and payments.
• Assist Financial Advisers with day-to-day administrative tasks.

Skills

communication skills

organisational skills

attention to detail

time management

Microsoft Office

Google Workspace

AI tools

phone manners

Tools

Xplan

Macquarie

HUB24

AdvisorLogic

Job description

obs in Philippines is seeking an organized Administrative Support Specialist to assist with report generation, file management, calendar coordination, and client follow-ups. You will serve as the first point of contact for calls and help keep documentation accurate.

The role involves back-office tasks across AdvisorLogic, Xplan, Macquarie, HUB24, and other systems, ensuring confidentiality and timely invoicing and payments. Strong English communication and multi-tasking are essential.