Support financial advisors by managing administrative tasks, preparing reports, and maintaining client records. Ensure smooth operations by handling documentation, scheduling, and compliance requirements.
Duties and Responsibilities
- Assisting the Financial Advisor and wider team in daily administration duties
- Set up client files and add client data to the financial planning software
- Prepare forms, documents, and templates.
- Type up client questionnaires & portfolio reports
- Prepare product comparison reports – this requires emails, phoning insurance and investment companies and getting specific client portfolio information.
- Prepare insurance premium estimates and quotes using specific software
- Prepare application forms, reports & mindmap presentations
- Submit application forms and follow-up applications, insurance underwriting, medicals etc
- Phoning clients & establishing good work relationships
- Download and collate documents and other research
- Update and maintain client database
- Basic marketing activities (i.e. sending email newsletters, arranging client events)
- Managing database in CRM system
- Client-facing tasks that require providing quality service to our clients through direct meetings via Zoom, online messages or phone conversations
Qualifications
- Bachelor’s degree in Accounting, Business Administration, or any related field
- At least 1-3 years of experience as a Financial Planning Assistant
- Must have a passion for customer service
- Proficient use of MS Outlook, Excel, Word, and PowerPoint
- Proficiency or familiarity with Google Workspace
- Excellent communication and research skills
- Ability to self-manage and show initiative to drive results
- Flexibility; ability to multitask, adapt to changing priorities, and prioritize projects
- Willingness to undergo training for the Australian accredited Finance & Mortgage Broking Certification
- Should be willing to work twice a week onsite in the Angeles Pampanga office
