Senior Financial Planning Assistant

2 weeks ago

Batangas City, Philippines ConnectOS Full time

Senior Financial Planning Assistant (AU Wealth Management Firm, WFH)

Join to apply for the Senior Financial Planning Assistant role at ConnectOS.

Overview

Our client is a registered financial planning firm located in Perth, servicing clients across Australia. ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

What are we looking for? Qualifications
  • Bachelor's Degree holder of any related course in Commerce or Financial
  • At least 3 years previous experience working in Australian financial planning
  • Experience with portfolio management/investments
  • Preparation of client portfolio report
  • SMSF experience preferred
Nice to Have
  • Xplan experience advantageous
What will you do?
  • Monitor client investment portfolios to ensure they remain in line with recommended asset allocation
  • Prepare recommendations for the adviser on any changes needed and prepare records of advice
  • Prepare quarterly/annual client performance reports
  • Prepare SMSF investment strategies
  • Liaise with product providers and investment platforms
  • Update and maintain the client's Work in Progress log/CRM tool
  • Reconcile fees and commissions
  • Liaise with client for any administration support
Schedule

Monday to Friday (8:00 AM to 5:00 PM Manila Time)

Employment details
  • Employment type: Full-time
  • Seniority level: Not Applicable
  • Job function: Finance
  • Industries: Outsourcing and Offshoring Consulting
Benefits
  • WFH
  • Medical, Dental Coverage and Life insurance from day 1 of employment
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
  • Competitive salary package and annual appraisal
  • Financial Assistance Program
  • Mandatory Government Benefits and 13th Month Pay
  • Regular Company Events, Work Life Balance, and Career growth opportunities
Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

ConnectOS is a top-rated Philippine employer of choice and a Great Place to Work certified organization.

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