Financial Planning Administration Assistant

We are an Australian financial advice firm that delivers personal financial advice to a range of valued clients across Australia, working primarily in the superannuation (inc. SMSF) and insurance space. We are currently seeking an experienced virtual financial planning administrator to join our small team.

DUTIES
• Provider liaison – both by phone and email
• Submitting and follow-up of third-party authorities with providers
• Initiating superfund rollovers
• Data entry and management of CRM system (AdviserLogic)
• Completing account application forms
• Completing client forms such as direct debit requests, enduring rollovers etc
• Follow up on outstanding requirements with providers
• Uploading commission statements
• Saving documents to client files
• Sending documents for electronic signature via Annature
• Prepare client annual review files
• Sending supporting documents to providers
• Produce reports for the team as required
• Creating internal documents
• Distribution of newsletters & performance reports
• Other administration duties as required

CANDIDATE REQUIREMENTS
• Strong attention to detail is a MUST
• Excellent written and spoken English
• Proficient in Microsoft Office suite
• An ability to develop and build on key relationships with internal and external stakeholders
• Self-motivated with the ability to work autonomously
• Flexible and professional attitude – being a small team, we all have several roles to play
• Effective time management skills
• Reliable
• Trustworthy

HIGHLY REGARDED
• Experience in Financial Planning software (eg. AdviserLogic, XPlan, Midwinter)
• Experience with investment platforms (eg. HUB 24, MLC, AMP)
• Experience with insurance platforms (eg. AIA, TAL, Zurich)

WHAT WE OFFER
• Flexible working arrangements – see work times
• Paid Philippines National Public Holidays
• Vacation/incentive/sick leave (prorated)
• A friendly, small team
• A supportive work environment
• Education opportunities

WORK HOURS
This role is 20 hours per week, to be worked across 4 to 5 weekdays (Monday to Friday). You will have flexibility to schedule your hours between 7:00am – 5:00pm AEST, however the following conditions apply:

• A minimum of 4 days per week is required.
• Hours must be completed in consistent, pre-agreed time blocks (e.g., 4 x 5-hour days or 5 x 4-hour days).
• Each workday must be made up of consecutive hours - no split shifts or scattered hours.
• Your selected schedule must remain consistent each week (i.e. same days and times, once agreed).

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Only candidates with previous virtual assistant experience will be considered.

To apply, please submit your current resume along with a cover letter addressing your suitability for the role. To confirm you have read the position description in full, kindly include the word ‘elephant’ twice within your cover letter.