Key Facts

Remote From:

Freelance

English

Hard Skills

Business Communication Calendar Management Data Entry Data Integrity Finance Document Formatting Performance Fee File Management Finance Compliance Management Asset Allocation Financial Management Remote Administration

Other Skills

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Microsoft Excel
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Microsoft Word
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Microsoft Outlook
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Time Management
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Teamwork
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Organizational Skills
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Detail Oriented
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Verbal Communication Skills
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Self-Motivation

Roles & Responsibilities

Proven experience in administrative support, preferably within the financial services industry.
Excellent typing skills with high accuracy and speed.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Experience with financial planning software such as BT Wrap and Xplan is highly desirable.

Requirements:

Fee Form Management: Accurately prepare and process client fee forms, ensuring compliance with company procedures, including data entry, calculation of fees, and tracking of payment status.
Review Pack Preparation: Assist in the preparation of client review packs, including collating relevant documents, generating reports from Xplan, and ensuring accuracy and completeness of information.
Asset Allocation and ROA Support: Update client asset allocation information within Xplan and assist with the creation and management of Records of Advice (ROAs), including typing file notes and ensuring compliance.
File Note Typing and General Administrative Support: Type file notes from advisor meetings, perform data entry into BT Wrap and Xplan, and provide general administrative support as needed.

Job description

This is a remote position.

ABOUT ACCESS OFFSHORING:

We specialise in providing Australian businesses with experience and qualified professionals based in the Philippines. Not only does our team of recruiters have extensive experience in sourcing and recruiting offshore talent, we also help Australian businesses implement best practice when it comes to building an offshore team.

ABOUT THE CLIENT:

Our client is a boutique financial advisory firm based in Australia, dedicated to providing personalised financial solutions to high-net-worth individuals and families. They emphasise building long-term relationships with clients, understanding their unique financial goals, and crafting tailored strategies to achieve them.

JOB SUMMARY:

We are seeking a highly organised and detail-oriented Administrative Support professional to join our team remotely. This role will provide essential administrative support to our advisor, allowing them to focus on client relationships and strategic planning. The ideal candidate will have experience in financial services administration, strong typing and communication skills, and familiarity with financial planning software such as BT Wrap and Xplan. This role is perfect for a highly motivated individual seeking to gain experience in the financial planning industry.

KEY RESPONSIBILITIES:

Fee Form Management: Accurately prepare and process client fee forms, ensuring compliance with company procedures. This includes data entry, calculation of fees, and tracking of payment status.
Review Pack Preparation: Assist in the preparation of client review packs, including collating relevant documents, generating reports from Xplan, and ensuring accuracy and completeness of information.
Asset Allocation Support: Assist with updating and maintaining client asset allocation information within Xplan, under the guidance of the advisor. This may involve data entry and generating reports.
Record of Advice (ROA) Support: Provide administrative support for the creation and management of Records of Advice (ROAs), including typing file notes, formatting documents, and ensuring compliance requirements are met.
File Note Management: Accurately and efficiently type file notes from advisor meetings, ensuring clear and concise documentation of client interactions.
Data Entry and Management: Perform accurate data entry into various systems, including BT Wrap and Xplan, ensuring data integrity and consistency.
General Administrative Support: Provide general administrative support as needed, including scheduling appointments, managing correspondence, and other ad-hoc tasks.

Requirements

SKILLS & QUALIFICATIONS:

Proven experience in administrative support, preferably within the financial services industry.
Excellent typing skills with high accuracy and speed.
Strong attention to detail and ability to maintain accuracy in data entry and document preparation.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Experience with financial planning software such as BT Wrap and Xplan is highly desirable.
Excellent communication skills, both written and verbal.
Ability to work independently and as part of a team in a remote work environment.
Strong organisational skills and ability to prioritise tasks effectively.
Familiarity with financial planning concepts and terminology is a plus.

Benefits

Here at Access Offshoring, we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients. Access Offshoring is dedicated to supporting business owners and we need your help. Transforming the way businesses operate, we connect great businesses with amazing offshore talent. We recognize that we often get more done in our own designed workspace, so Access Offshoring offers a complete work from home model. Yep – that’s right, 100% work from home. But wait there’s more. Here are just some of our benefits: