Financial Planning Administration Assistant

Position Description: Financial Planning Administration Assistant Location Virtual/Remote, preferably from the Philippines or Vietnam. Must be willing to work 40 hours per week, 8:30 am - 5:30 pm in GMT+10 time zone with 1 hour lunch About the Company We are a small financial planningbusiness based in Queensland, Australia, committed to offering high-quality services to our ongoing service clients and insurance clients. Currently, we manage around 75 ongoing service clients and many more insurance clients. Position Overview We are seeking an intelligent, highly organized Financial Planning Administration Assistant with near-perfect English skills to assist in daily operations and client management tasks. Experience in Australian financial services is a plus but not Upgrade to see actual infodividuals with accounting backgrounds may find this role suitable. Problem solving and working autonomously are key requirements. Responsibilities Calendar Management: Ensure all meetings, tasks, and deadlines are scheduled and Upgrade to see actual infoeting File Notes: Compile and write notes during client meetings. Content Creation: Write blog posts for our websites utilizing AI tools and compose email newsletters for clients. Document Management: Update the wording in advice document templates, prepare meeting documents, and maintain client files by recording all interactions. Client Communication: Contact product providers for information and answer phone calls during the advisor's meetings. Project Management: Manage the advice process, from initial consultation to implementation and review. Social Media Management: Draft and publish relevant posts on various social media platforms. Query Resolution: Be proactive in asking questions when unsure about tasks or requirements. Implementation: Implement investment and insurance recommendations, track progress, and update as needed. Review and Reporting: Ensure all tasks are on track and assist in preparing monthly and quarterly reports. General Admin: Save scanned documents, handle filenotes, and assist in preparing applications. Qualifications Fluent in English with excellent verbal and written communication skills Highly organized with strong attention to detail Strong computer skills, including proficiency in Microsoft Office Suite Basic understanding of financial planning and advisory services is preferred but not essential Reliable computer and internet connection, webcam, and a quiet secure workspace Training and Development While we do not expect you to know everything right away, you must be willing to learn and aim for advancement. A training period of approximately 6 months is expected to be fully conversant in the Upgrade to see actual infopensation To be discussed during the interview process How to Apply Interested candidates should send a resume and a cover letter detailing their relevant experience. The deadline for applications is October 1. We look forward to finding a dedicated and capable Financial Planning Administration Assistant to join our team.