Financial Planning Assistant

Overview

Role involves managing client investment accounts and ensuring compliance with financial regulations.

Ideal candidate should have 2+ years in Australian Financial Services with strong attention to detail.

Locations

• Philippines

Requirements

• Minimum 2 years in Australian Financial Services
• Strong organizational skills
• Proficient in technology and CRM software

Responsibilities

• Create and administer client investment accounts
• Facilitate purchase of investment products
• Ensure compliance with regulations
• Collaborate with clients and teams
• Conduct audits for accuracy
• Prepare and maintain records
• Identify and resolve discrepancies
• Provide client support

Benefits

• Medical, Dental Coverage
• Life insurance
• Paid Vacation and Sick Leave
• Competitive salary package
• Financial Assistance Program
• Mandatory Government Benefits
• 13th Month Pay
• Career growth opportunities