Associate Adviser | Senior Financial Planning Assistant

Overview

Looking for part-time work (4 hours/day)

at $11.32/hour ($1,090.91/month)

Bachelors degree

Last Active

July 1st, 2026 (12 days ago)

Member Since

April 26th, 2022

Profile Description

MS Office Proficient
Exceptional Customer Service
Experienced Product Researcher and 
Experienced Implementations and Lodgements officer
CRMs Proficient in:
-MyProsperity
-SalesForce
-XPlan
-WorkSorted
-BigContacts
-WeWork
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CRMs Experienced in:
-COIN
-Pluto Soft
-WealthBox
Research Tools Familiar With:
-Morningstar
-Lonsec
-Chant West
Platforms Experienced With
-Expand
-Netwealth
-Macquarie WRAP
-HUB24
-AMP | AMP Life Portal
-North
-MLC MasterKey | WRAP | Insurance
-CFS FirstNet | CFS First Wrap
-AustralianSuper
-ART and many more


Recent Role and Tasks with previous employer:
NOVA WEALTH ADVISERS | ADVISER ASSISTANT | JULY 2024-AUGUST 2025
-Set workflow systems and guidelines along with Advisers.
-Set precedent for new hires on following the standards by giving them guidelines on the following:
>Workflow and Tasks Management
>Booking management
>CRM integration with XPLAN
>Setting up rooms in the CRM to upload and store client files safely.
>Sending off documents via DocuSign and taking note of signing

order, subject line, and body.
>Creating and updated Checklists as necessary.
>Folders and subfolders management for uniformity.
-Prepared New/Review Meeting Pack for Discovery and Review Meetings.
-Researche Products in preparation for Advice Strategy and Production.
-Insurance Quotation
-Emailed clients their SOAs/ROAs/EO Transactions and summarised the implementation steps.
-Prepared Implementation Forms.
-Lodged Application Forms.
-Constantly follow up lodged applications.
-Updated clients with the implementation progress and completion.
-Helped Advisers with auditing Implementations made.
-Managed Company phone and answer clients’ queries regarding

>Booking appointments

>Questions on their Advice Recommendations

>Questions on their Applications and Outstanding Requirements
-Trained new colleagues with our processes.