Financial Planning Assistant (AU Financial Services, WFH) - Remote

Overview

As an Investment Placement & Administration Specialist, you will ensure efficient setup of client investment accounts and facilitate purchases of investment products like managed funds, ETFs, and term deposits while adhering to regulatory compliance.

In Short

• Account Set-Up: Create and administer client investment accounts in compliance with regulatory standards.
• Investment Broking: Facilitate the purchase of investment products on behalf of clients.
• Platform Proficiency: Develop expertise in utilizing investment platforms.
• Documentation: Ensure accurate completion and maintenance of necessary documentation.
• Communication: Collaborate with clients and internal teams.
• Quality Assurance: Conduct regular audits for accuracy.
• Compliance: Stay current with financial regulations.
• Reporting: Prepare and maintain accurate records and reports.
• Problem Solving: Identify and resolve discrepancies.
• Client Support: Provide exceptional support regarding investment inquiries.

Requirements

• Minimum 2 years in Australian Financial Services, particularly in KYC and customer service.
• Strong organizational skills and attention to detail.
• Fast learner.
• Team player and enjoys team interactions.
• A quiet place at home undisrupted.
• Proficient in technology and CRM software.

Benefits

• Home-based work.
• Medical, Dental Coverage and Life insurance from day 1.
• Paid Vacation and Sick Leave.
• Competitive salary package and annual appraisal.
• Financial Assistance Program.
• Mandatory Government Benefits and 13th Month Pay.
• Regular Company Events and Work Life Balance.
• Career growth opportunities.