Financial Planning Assistant - High-Impact Client Support

Advice Lab Inc; Philippines; Remote; PHP 312,000 - 446,000; Full time

Benefits offered by this job

Competitive Salary

13th month Payment

Relocation assistance

HMO: Great health insurance coverage

Equipment provided

Job summary

Advice Lab Inc. is seeking a diligent administrative associate to support Australian Financial Advisers in delivering high-quality financial planning services.

The role combines administrative duties with client engagement, emphasizing accuracy, timely delivery, and proactive handling of tasks. You will conduct product research within the financial planning universe, maintain client records, prepare applications, and assist in implementing financial strategies with various service providers.

Qualifications

• Minimum 2 years of experience in handling similar tasks in the Australian Financial Planning Industry.
• MS Outlook, Excel, Word and PowerPoint knowledge from basic to intermediate.
• A graduate from any four-year course, or at least 2 years in college with two years of working experience.

Responsibilities

• Conduct product research within the financial planning universe.
• Provide exceptional customer service by promptly addressing Adviser inquiries.
• Maintain accurate and up-to-date client records and databases.
• Manage client review meetings and document preparation.
• Prepare and process applications, ensuring accuracy and alignment with advice documents.
• Assist in implementing financial strategies, coordinating with institutions and service providers.
• Stay informed on financial regulations, industry trends, and best practices.
• Demonstrate working knowledge of Australian financial services regulatory requirements.
• Understand and meet stakeholder expectations.

Skills

Administrative tasks

Client engagement

Data accuracy

Regulatory compliance

Attention to detail

Education

Bachelor's degree / 2 years college

Tools

MS Outlook

Excel

Word

PowerPoint

Job description

Advice Lab Inc. is seeking a diligent administrative associate to support Australian Financial Advisers in delivering high-quality financial planning services.

The role combines administrative duties with client engagement, emphasizing accuracy, timely delivery, and proactive handling of tasks. You will conduct product research within the financial planning universe, maintain client records, prepare applications, and assist in implementing financial strategies with various service providers.