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Why Join Us?Are you looking for a role that provides opportunities to develop and grow? Take the next step in your career journey with us! We’ll provide you with a professional support structure and benefits to ensure you can thrive.We offer Premium HMO, awesome technology, and above-market remuneration. Our high performers are frequently invited to visit their colleagues internationally for professional development.Job Responsibilities:Producing Portfolio Reviews and documents for assessment in preparation for client meetings with the use of financial planning software program (specifically, XPlan). 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 & CRM (Salesforce), including: Setting up new clients and related information into the software Updating investment & insurance information in the financial planning & CRM software on a regular basis All administrative processing & workflow management Admin team coordination Database maintenance Proactively work with internal and external business units to anticipate administrative requirements and deliver to deadlines. Support the end-to-end processes associated with administration, on-boarding processes, drafting correspondence, completion of tasks where required Data Entry in CRM – adding new prospects & updating existing clients Data entry into FP system Assist to prepare for client meetings & reviews – Draft ROA & SOA, complete application & consent forms, collate reports. Submit & follow up on applications post meetings Communicating with clients - email or phone (from time to time) Super and Insurance research, quotes policy changes - contacting third parties Product comparisons Collate supporting documentation Setting up super funds, investment accounts and initiating rollovers Managing SOAs and Fixed Term agreements Preparing invoices and following up to payment RequirementsBachelor’s degree in Finance, Commerce, Business or Accounting At least 1 year(s) of working experience in the related field is required for this position. Intermediate skill level using Microsoft Office software including Word, Excel and Outlook Demonstrated ability to work independently and pro-actively. Preferred experience with Financial Planning Software, namely XPlan Preferred experience with CRM Software, namely Salesforce 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 professionalBenefitsStandard Job Highlights: Work-life balance Career growth and development opportunities Stable organization and industry leader Collaborative and fruitful company culture
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