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Daily Task· Financial planning assistant· General assistant to 2 senior advisers· Implementation of advice· Application paperwork· Liaising with external parties (platform providers / brokers / cash management/admin providers / superannuation & insurance companies)· Work-flows / payment tasks· Data entry· Client reporting· Office administration· Manage & assist with CRM management· Manage & assist with transition of clients from one provider to another · Monthly Fee Run & Remuneration tracking & reporting· Para-planning support (assume ~10% of role)· Compliance assistance/managementRequirements● Strong attention to detail and accuracy● Excellent communication skills (written and verbal)● Above average grades and ability to understand and apply Australian finance regulations and concepts.● Ability to manage multiple tasks efficiently and autonomously● Have a sound understanding of financial planning concepts and strategies● Advanced knowledge of Excel and Microsoft office● Be a motivated, enthusiastic person who shows initiative and works effectively in team environment● Excellent time management skills and ability to meet strict deadlines for multiple tasks efficiently and autonomouslyQualifications: Bachelor's Degree – ideally in Finance or Accounting Financial Planning Qualifications preferable Willing to work in Full time (Dayshift) Willing to work in Mandaluyong, Edsa- Megatower Experience working with Australian financial planning businesses Benefits✅ HMO Processing on Day 1✅Equipment provided✅100% Virtual Recruitment Process✅Paid Government Mandated Benefits (SSS, PHIC, Pag-IBIG)✅ SL/VL/EL✅Paid time-off✅Enjoy great pay, awesome benefits, amazing perks, and work-life balance!Standard Job Highlights: Work-life balance Career growth and development opportunities Stable organization and industry leader Collaborative and fruitful company culture
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