Financial Planning Admin | For Pooling  

Works directly with the Customer Service Manager to:

• Manage workflow and correspondence, prioritise tasks and filter action items as they arise
• Perform data entry into the client’s systems
• Prepare client documents for financial planning (including application forms, investment administration forms and the like)
• Proactively maintain our client databases to improve data integrity – client data is a both a key asset of the business and must be scrupulously guarded
• Liaise with third parties via phone and email to obtain relevant client information
• Perform general admin, including collation of client documents, scanning, printing, filing and mail management.

Daily responsibilities include:

• Gathering and organising client documents
• Updating client information in CRM
• Preparing reports for client meetings
• Coordinating with financial institutions and fund managers
• Conducting research on insurance plans and coverages
• Transcribing voice-recorded file notes
• Performing other duties that the client may require.

• Previous experience in financial planning administration role preferred
• Experience liaising with external investment platforms, insurance underwriters and fund managers regarding client implementation and issues preferred
• Strong Microsoft Office skills, experience using Xplan and Salesforce is a plus
• Previous exposure to Australian business culture is an advantage.
• Fit to work status upon completion of the Pre-Employment Medical Exam (PEME) with a drug test and a valid NBI Clearance or proof of appointment with the NBI

Essential Attributes

• Technically proficient, resourceful, proactive, fast learner, and highly trainable
• Excellent English communication skills, verbal and written
• A professional with high attention to detail, reliability and work ethic
• Respect for the confidentiality and the sensitivity of information
• Ability to work in a busy environment, with 'can do' attitude and optimistic outlook that encourages others
• Be well organised with the ability to multi-task and deliver results across competing priorities

Clear Admin People accepts application for Financial Planning Administrators to work with a prospect client, a specialist Australian wealth advisory business.

This is a challenging & rewarding position for an outstanding professional. In this high-performance environment, the ideal Financial Planning Administrators are proactive & with good initiative. They are the business’ champions in ensuring that all client data is accurate and that pre & post Statement of Advice (SOA) processes are followed efficiently & effectively.

Role

The Financial Planning Administrator provides administrative support to Australia-based financial advisers on a portfolio of products, prepares reports & statements of advice for clients. This is a fast-paced environment - perfect for hard workers and quick learners who are organised and client-focused with the highest level of attention to detail.

• Minimum IT requirement for an effective WFH is at least 10 mbps internet speed on a postpaid plan (ISP). And to be eligible to the monthly internet subsidy must have a back-up internet connection like a secondary subscription or prepaid device (pocket wi-fi or broadband router) with a network different from the main ISP.
• Clear provides the PC set with frieght expense coverage.