Financial Planning Admin Specialist – On-site (Pampanga)

Brainbox; Philippines; On-site; PHP 240,000 - 360,000; Full time

Benefits offered by this job

Attractive salary

Work-from-home arrangement

Paid time off

HMO on day 1

International career growth

Job summary

Brainbox is seeking an Administrative Assistant to support an Australian financial advice and mortgage practice, enabling advisers to focus on client meetings. This onsite role in Pampanga covers data entry, forms processing, client communications, schedule management, invoicing, and basic reporting.

This role requires 2+ years in process-driven admin, experience with Australian planning platforms, and strong English writing. On-site work with a focus on accuracy and confidentiality is expected.

Qualifications

• Two years' experience in a process-driven administration role.
• Prior experience in Australian financial planning or mortgage broking.
• Experience with Adviser Logic, MYCRM, Xplan, COIN or Midwinter, or a similar financial planning platform.
• Daily experience working in a CRM or system of record, with a track record of keeping client data clean and accurate.
• Experience reconciling 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.

Responsibilities

• Enter and maintain client data in the practice's 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

Skills

CRM experience

Attention to detail

MS Office

English writing

Data confidentiality

Tools

Adviser Logic

MYCRM

Xplan

COIN

Midwinter

Job description

Brainbox is seeking an Administrative Assistant to support an Australian financial advice and mortgage practice, enabling advisers to focus on client meetings. This onsite role in Pampanga covers data entry, forms processing, client communications, schedule management, invoicing, and basic reporting.

This role requires 2+ years in process-driven admin, experience with Australian planning platforms, and strong English writing. On-site work with a focus on accuracy and confidentiality is expected.