Financial Planning Admin | For Pooling in Makati

  • Full Time
  • Anywhere
  • Posted 17 hours ago

B4B Solutions Inc.

Works directly with the Customer Service Manager to:Manage workflow and correspondence, prioritise tasks and filter action items as they arisePerform data entry into the client’s systemsPrepare client documents for financial planning (including application forms, investment administration forms and the like)Proactively maintain our client databases to improve data integrity – client data is a both a key asset of the business and must be scrupulously guardedLiaise with third parties via phone and email to obtain relevant client informationPerform general admin, including collation of client documents, scanning, printing, filing and mail management.Daily responsibilities include:Gathering and organising client documentsUpdating client information in CRMPreparing reports for client meetingsCoordinating with financial institutions and fund managersConducting research on insurance plans and coveragesTranscribing voice-recorded file notesPerforming other duties that the client may require.

Previous experience in financial planning administration role preferred
Experience liaising with external investment platforms, insurance underwriters and fund managers regarding client implementation and issues preferred
Strong Microsoft Office skills, experience using Xplan and Salesforce is a plus
Previous exposure to Australian business culture is an advantage.
Fit to work status upon completion of the Pre-Employment Medical Exam (PEME) with a drug test and a valid NBI Clearance or proof of appointment with the NBI

Essential Attributes

Technically proficient, resourceful, proactive, fast learner, and highly trainable
Excellent English communication skills, verbal and written
A professional with high attention to detail, reliability and work ethic
Respect for the confidentiality and the sensitivity of information
Ability to work in a busy environment, with 'can do' attitude and optimistic outlook that encourages others
Be well organised with the ability to multi-task and deliver results across competing priorities

Clear Admin People accepts application for Financial Planning Administrators to work with a prospect client, a specialist Australian wealth advisory business.

This is a challenging & rewarding position for an outstanding professional. In this high-performance environment, the ideal Financial Planning Administrators are proactive & with good initiative. They are the business’ champions in ensuring that all client data is accurate and that pre & post Statement of Advice (SOA) processes are followed efficiently & effectively.


The Financial Planning Administrator provides administrative support to Australia-based financial advisers on a portfolio of products, prepares reports & statements of advice for clients. This is a fast-paced environment – perfect for hard workers and quick learners who are organised and client-focused with the highest level of attention to detail.

Minimum IT requirement for an effective WFH is at least 10 mbps internet speed on a postpaid plan (ISP). And to be eligible to the monthly internet subsidy must have a back-up internet connection like a secondary subscription or prepaid device (pocket wi-fi or broadband router) with a network different from the main ISP.
Clear provides the PC set with frieght expense coverage.

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