Offer summary

Qualifications:

At least 1 year of experience as an Admin Assistant in an Australian financial planning or advisory business., Excellent attention to detail and strong English communication skills., Proficiency with digital tools, CRM systems, and cloud-based applications like Microsoft Office and Google Workspace., Experience with investment and insurance platforms such as AMP/MyNorth and TAL..

Key responsibilities:

Assist with the implementation of financial planning strategies and preparation of review reports.

Follow up with clients and external service providers as needed.

Collect, review, and organize financial data from clients while maintaining client records in the CRM system.

Help manage social media content and perform general administrative support tasks.

Job description

Looking for Filipino (Philippines-based) candidates

Job Role: Admin Assistant

Work Schedule: Monday to Friday, 10:00 AM to 2:00 PM, Australian Time

Salary Budget: $1,200 - 1,300 AUD / Month

Contract: Part Time

Who We Are: At Hunt St we help Australian companies directly hire top 5% remote talent in the Philippines. You will be hired directly by the client as an independent contractor. We are not an outsourcing agency. All of our roles are 100% remote so you'll be able to work from home.

Who The Client Is: A boutique financial planning and mortgage broking business offering holistic, end-to-end financial services. We focus on delivering highly personalized support through the smart use of digital tools. Our typical clients are around 50 years old, self-employed or white-collar professionals, and have approximately $500,000 in investments.

With a small but growing remote team, we pride ourselves on a collaborative, efficient work culture and a strong commitment to client service.

Role Overview: We are seeking a part-time Admin Assistant to join our remote team and support our financial planning operations. This role will work under the guidance of an experienced Financial Planning Assistant and provide essential implementation and follow-up support across a range of client service and administrative tasks.

Key Responsibilities:

Assist with the implementation of financial planning strategies
Assist with preparation of review reports ahead of client strategy reviews
Follow up with clients and external product and service providers as needed
Collect, review and organize financial data from clients
Update and maintain client records in CRM system
Help publish and manage social media and website blog content and preparation of marketing materials
Perform general administrative support and reporting tasks

Requirements

At least 1 year of experience as an Admin Assistant in an Australian financial planning / advisory business +
Excellent attention to detail and English communication skills
Comfortable working with digital tools, CRM systems and cloud-based systems (Ex. Microsoft Office, Google Workspace, Zoom, Slack, etc.)
Experience with investment platforms such as AMP/MyNorth, Hub24, Netwealth, Macquarie
Experience with insurance platforms such as TAL, NEOS, Zurich/OnePath
Strong ability to follow instructions and work independently
Eagerness to learn and grow within the role and progress your career within our business
Be exceptionally well organised
Reliable and professional, with strong time management skills

Required profile