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Financial Planning Assistant for a Company in Australia (Home Based Part Time)

Virtual Coworker

Key Facts

Remote From: 
Australia
Part time
Expert & Leadership (>10 years)
English

Other Skills

  • •
    Google Sheets
  • •
    Quality Assurance
  • •
    Report Writing
  • •
    Communication
  • •
    Record Keeping
  • •
    Time Management
  • •
    Teamwork
  • •
    Detail Oriented

Roles & Responsibilities

  • Experience supporting financial advisers or financial planning activities
  • Strong data entry and documentation skills
  • Understanding of compliance and quality standards in financial services
  • Familiarity with adviser software (e.g., AdviserLogic)

Requirements:

  • Support the adviser with post-client meeting administration and documentation
  • Research client information and prepare strategy papers for upcoming client meetings
  • Complete data entry into financial planning templates and internal spreadsheets
  • Transcribe completed fact finds and meeting notes into AdviserLogic

Job description

• Support the adviser with post-client meeting administration and documentation
• Research client information and prepare strategy papers for upcoming client meetings
• Complete data entry into financial planning templates and internal spreadsheets
• Transcribe completed fact finds and meeting notes into AdviserLogic
• Prepare and organize client paperwork following adviser sign-up
• Ensure all documentation meets compliance and quality standards
Ready to apply?
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