Location: Pampanga

Work Type: Permanent

Roles and Responsibilities

  • Check client files ahead of meetings to ensure we have required documents, and access to clients information
  • Draft emails for the PA using templates provided to be sent to clients for data collection
  • Obtain superannuation, insurance, investment, and property information, and update the CRM system ahead of client meetings
  • Contact third party authority holders for information on clients superannuation and insurance when applicable
  • Upload client interview notes after meeting with financial adviser into the CRM system
  • Ensure all data entered is done so accurately and carefully
  • Update relevant fields
  • Check actions from notes, and pass onto PA
  • Prepare engagement letters after meeting notes uploaded and advise the PA when ready to issue to client
  • Obtain client documents and information from other systems such as Xero, FYI and the ATO portal as required
  • Save client documents and data to our CRM system
  • Update change of addresses for clients

Minimum Qualifications

  • Secondary education required
  • Applicable tertiary degree preferred but not required

 Required Experience

  • 1-2 years experience working in a similar role
  • Any experience within the financial planning services industry is highly regarded
  • Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
  • Excellent verbal and written communication
  • Organized and able to meet deadlines.
  • Ability to prioritize tasks as required by the administration team
  • Work effectively with others in a team environment

ShoreXtra Perks

  • Free barista-style coffee
  • Free parking and jeepney services
  • Highly engaged team
  • Unlimited potential for growth
  • Challenging role
  • Fun and family-oriented working environment