Financial Administrator

4 days ago

Manila, National Capital Region, Philippines ASW Full time ₱600,000 - ₱800,000 per year

Our partner, a leading Australian financial services firm known for its deep client focus and commitment to best-practice financial advice, is hiring for Financial Administrator This organization specializes in providing advice to self-employed professionals and small business owners, who have a desire to protect their families, their business and their income. They advocate and embrace a goals and objectives-based financial planning process to provide clients with tailored and holistic financial advice.

We are seeking a proactive and highly organised Financial Planning Administration Officer to join our team and complete documentation for adviser and client administration, administer and execute routine client communications, and manage the quality & compliance of internal documentation. This person will report directly to the onshore team.

Key Responsibilities

  • Prepare and maintain internal documents such as checklists, templates, marketing materials, policies, procedures, and educational content.
  • Maintain and update client data within the Client Relationship Management (CRM) system.
  • Coordinate and distribute client communications, including newsletters, social media content, annual review emails, and personalized messages (e.g. birthday emails).
  • Liaise with product providers to obtain quotes, produce product summaries, and update client information.
  • Prepare materials and logistics for internal and external meetings.
  • Work with product providers and the remuneration team to apply for and manage adviser codes and online portals.
  • Ensure documents and materials are produced within budget and meet required turnaround times.
  • Support Financial Planners and Associate Advisers with administrative tasks, including product research and advice preparation.
  • Contribute to team and business projects aimed at improving processes and service delivery.
  • Provide relief support during team absences to maintain smooth operations and consistent service levels.

Skills, Experience & Qualifications

  • Bachelor's degree in business/finance discipline or related field;
  • Understanding of the Australian financial planning profession and administration
  • Experience using AdviserLogic/Xplan or a similar financial planning software is nice to have.
  • Excellent communication skills.
  • Advanced Microsoft Office skills;
  • Strong technical writing skills, mailbox & calendar management skills.
  • Adapt well in changing priorities, deadline, and directions
  • Keen to details

ASW Offers

  • A diverse, inclusive, and supportive company culture.
  • Competitive remuneration.
  • Opportunity to collaborate and work with global clients and stakeholders.
  • Medical benefits.
  • Great Paid Leave entitlements.
  • Team outings, travel opportunities, company parties/events, and other exciting activities.
  • Exposure to an international environment, working with people across Malaysia, Vietnam, Thailand, the Philippines, and Australia.
  • Industry and role-related training.
  • Ongoing career opportunities.
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