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
