FP Administration Assistant (AU Client - Remote)

Responsibilities:Producing Portfolio Reviews and documents for assessment in preparation for client meetings with the use of a financial planning software program.This will involve:Inputting data provided by a manager in the financial planning software.Reviewing the data in the financial planning software to ensure it is accurate.Generating and compiling reports from the financial planning software.Using the financial planning software to prepare other documents.Assisting in administration tasks for client meetings and on an ongoing basis (e.g., account applications)Managing data in a financial planning software, including:Setting up new clients and related information in the softwareUpdating investment information in the financial planning software regularlyAll administrative processing & workflow managementAdmin team coordinationDatabase maintenanceProactively work with internal and external business units to anticipate administrative requirements and deliver to deadlines.Support the end-to-end processes associated with administration, onboarding processes, drafting correspondence, and completion of tasks where required.Contacting and speaking with suppliers and product providers.Requirements:Bachelors degree in finance, Commerce, Business or Accounting (highly advantageous)At least 3 years of work experience in financial planning.Experience I or exposure to X-Plan (highly advantageous)Intermediate skill level using Microsoft Office software, including Word, Excel and OutlookDemonstrated ability to work independently and proactively.Preferred experience working with Australian clients.Must have excellent written and oral communication skills.Must be highly engaged, focused, and data-driven, and must be approachable and professionalJoin our team and enjoy these benefits & perks:Medical, dental, and life insurance from day onePaid vacation and sick leave (with quarterly conversion)Competitive salary and annual appraisalsFinancial assistance programMandatory government benefits and 13th-month payRegular company events, promoting work-life balance and career growthOnly shortlisted candidates will be contacted