Justin

Senior Financial Planning Assistant

mark as hired

Overview

Looking for full-time work (8 hours/day)

at $7.94/hour ($1,536.00/month)

Bachelors degree

Last Active

July 12th, 2026 (2 days ago)

Member Since

April 30th, 2026

Profile Description

PROFESSIONAL SUMMARY
• Experienced Financial Planning Assistant with over 7 years of combined experience in Australian wealth management support, banking, and financial services operations.
• Highly skilled in SOA/ROA preparation, XPLAN administration, superannuation implementation, investment transactions, and compliance documentation review. Proven ability to support Australian financial advisers remotely while maintaining high accuracy, regulatory awareness, and operational efficiency.
• Seeking to contribute to an Australian financial advisory firm in a remote capacity.

Top Skills

Office and Administration » Microsoft Excel

Experience: 5 - 10 years

Microsoft Excel (Advanced). Implemented investment switches, portfolio rebalancing, and superannuation updates across Australian super platforms with the use of excel as data computation.

Office and Administration » Microsoft Word

Experience: 5 - 10 years

Drafted client correspondence summarising portfolio updates and implemented strategies.

Accounting » Financial Accounting » Xplan

Experience: 5 - 10 years

Prepared ROAs within XPLAN, enabling efficient and timely delivery of adviser recommendations. Maintained accurate client records across XPLAN, Salesforce, and workflow systems. Conducted product comparisons using Wealthsolver. Generated insurance premium quotations for adviser assessment.

Other Skills

Marketing » CRM » Salesforce

Experience: 2 - 5 years

Maintained accurate client records across XPLAN, Salesforce, and workflow systems.

Project Management » Monday

Experience: 2 - 5 years

Coordinated transaction follow-ups to ensure timely completion of advice implementations using noted process and workflow in Monday.com

Office and Administration » Admin Data Processing » SAP

Experience: 1 - 2 years

Processed and reconciled cash payments, remittances, and credit card transactions.

Basic Information

Age: 30

Gender: Male

Website: Sign Up with Pro Account to View

Address

Tests Taken: IQ
Score: 111: DISC
Dominance: 45
Influence: 8
Steadiness: 16
Compliance: 31: English
C2(Advanced/Mastery)

Government ID: Sign Up with Pro Account to View

“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”