Remote Admin Assistant for Wealth Planning CRM

MultiplyMii; Philippines; On-site; PHP 446,400 - 781,200; Full time

Benefits offered by this job

100% Remote Work

13th Month Pay

Healthcare (HMO)

Comprehensive Fringe Benefits package

Paid Service Incentive Lead (SIL)

Job summary

MultiplyMii, on behalf of our Australian client, is seeking an Administration Assistant to support financial planning activities remotely from the Philippines. You will manage CRM data, generate reports, assist with client research and help implement investment strategies.

Ideal candidates are highly organized, excel at numbers, and possess strong English communication skills. You will work in a busy team environment and contribute to efficient client service and process improvements.

Qualifications

• 3+ years in a financial services role within financial planning.
• Strong numerical and logical reasoning.
• Excellent maths and comfort with numbers.
• Familiarity with Australian superannuation, Centrelink and investments.
• Desire to become an expert in wealth products and assist advisers.
• Strong Excel and MS Office skills.
• Meticulous attention to calculations and materials.

Responsibilities

• Support the business by compiling data and drafting letters.
• Data entry to and from CRM and document management tools.
• Maintain CRM client information with updates.
• Creating reports from the CRM and providers' portals.
• Collect and document business requirements and process improvement/automation efforts.
• Project research and special projects for the team as required.
• Formatting, drafting, editing and sending emails and customer correspondence.
• Conduct research on financial concepts, superannuation retirement and tax strategies.
• Work with clients to gather necessary information and documents.
• Understand and interpret financial and tax documents related to clients’ investments.
• Manage and update client information in the company’s database.

Skills

Financial services exp

Numerical skills

Excel & MS Office

Australian superannuation

Attention to detail

Willingness to learn

Tools

CRM tools

Job description

MultiplyMii, on behalf of our Australian client, is seeking an Administration Assistant to support financial planning activities remotely from the Philippines. You will manage CRM data, generate reports, assist with client research and help implement investment strategies.

Ideal candidates are highly organized, excel at numbers, and possess strong English communication skills. You will work in a busy team environment and contribute to efficient client service and process improvements.