Financial Planning Assistant Manager
3 days ago
We're seeking an experienced Financial Planning Assistant Manager to join our operations team in Manila. As a key member of our team, you'll play a vital role in ensuring seamless delivery of administration services to our valued Financial Advisors and Client Service Managers based throughout Australia.
The Position:
This exciting role involves providing leadership and guidance to our operations team, while also working closely with our Australian-based teams to ensure seamless delivery of our services.
Key Responsibilities:
- Lead and guide our operations team to deliver high-quality administration services.
- Collaborate with our Financial Advisors and Client Service Managers to deliver administration services, including:
- Updating client records in Xplan
- Preparing documents, such as client review packs
- Conducting third-party research
- Processing advice documents and implementing strategies
- Completing quality checks on files post-implementation
- Manage task allocation within Xplan and ensure timely completion of tasks.
- Provide guidance and support to our operations team.
Requirements:
- Previous experience in a senior role within the Financial Planning industry is preferred.
- Proficiency in Microsoft Office Suite, especially Word, Outlook, and Teams.
- Familiarity with Xplan is advantageous.
- Excellent leadership and communication skills.
- Demonstrated organizational and time management skills.
- Strong attention to detail.
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