Portfolio Admin Officer

Overview

Role involves managing client investment portfolios and preparing reports and strategies.

Ideal candidate has 3+ years in Australian financial planning with portfolio management experience.

Locations

• Philippines

Requirements

• Bachelor's degree in Commerce or Financial
• At least 3 years in Australian financial planning
• Experience in portfolio management
• SMSF experience preferred

Responsibilities

• Monitor client investment portfolios
• Prepare recommendations for adviser
• Prepare client performance reports
• Prepare SMSF Investment Strategies
• Liaise with product providers
• Update client Work in Progress log
• Reconcile fees and commissions
• Provide administration support

Benefits

• Medical, Dental Coverage
• Life insurance from day 1
• Paid Vacation and Sick Leave
• Competitive salary package
• Financial Assistance Program
• Mandatory Government Benefits
• 13th Month Pay
• Regular Company Events