Remote Admin Assistant — Wealth Management Support

School Of Virtual Assistance (SOVA); Philippines; On-site; PHP 300,000 - 420,000; 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

School Of Virtual Assistance (SOVA) is hiring an Administration Assistant to join a remote team serving Australia-based financial advisors. You will maintain CRM data, generate reports, assist with client research, and support investment planning with clerical tasks.

Ideal candidates possess English fluency, meticulous attention to detail, strong time management, and the ability to work independently in a busy, client-focused environment. Remote role, 9am-5:30pm Australia Time.

Qualifications

• 3+ years of experience in financial services or financial planning.
• Strong numerical and analytical skills.
• Excellent written and verbal English skills.

Responsibilities

• Support the broader business by compiling data; drafting letters and documents as needed
• Data entry to and from our CRM and Document Management tools
• Maintain CRM client information with relevant 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

English communication

Data analysis

CRM proficiency

Time management

Tools

MS Excel

MS Office

CRM systems

Job description

School Of Virtual Assistance (SOVA) is hiring an Administration Assistant to join a remote team serving Australia-based financial advisors. You will maintain CRM data, generate reports, assist with client research, and support investment planning with clerical tasks.

Ideal candidates possess English fluency, meticulous attention to detail, strong time management, and the ability to work independently in a busy, client-focused environment. Remote role, 9am-5:30pm Australia Time.