WFH Administrative Assistant with Financial Planning Experience - Remote

Overview

The WFH Administrative Assistant will support the Australian financial planning team by managing scheduling, documentation, and communications, ensuring seamless client service.

In Short

• Provide administrative support to financial advisors.
• Manage calendars and schedule client meetings.
• Prepare and edit client communications and reports.
• Maintain accurate client records and ensure compliance.
• Process new client onboarding documents.
• Liaise with clients to gather information and respond to queries.
• Track workflow tasks using CRM systems.
• Assist with basic bookkeeping or invoicing tasks.
• Support ad-hoc administrative projects.
• Work in a remote environment with flexibility.

Requirements

• Proven experience as an administrative assistant.
• Experience in financial planning is preferred.
• Exceptional attention to detail.
• Highly tech-savvy, knowledge of AdviserLogic is desirable.
• Excellent verbal and written communication skills.
• Ability to handle confidential information discreetly.
• Self-starter who can work independently.

Benefits

• Salary starting from 60,000 - 80,000 pesos per month.
• Permanent work-from-home setup.
• 25 days of paid leave + AU public holidays.
• Day off on your Birthday!
• Equipment supplied.
• Annual salary review.
• Supportive and fun team environment.
• Training and career growth opportunities.