Virtual Financial Admin Assistant/ Associate Advisor

2 days ago

Cebu City, Central Visayas, Philippines Private Advertiser Full time A$45,000 - A$60,000 per year

An Australian financial planning firm is seeking an administrative assistant to support its team of financial advisors and enhance the overall client experience. The ideal candidate will be highly organized, detail-oriented, and able to manage various tasks in a fast-paced environment.

Responsibilities:

  1. Provide administrative support to the financial advisors, including scheduling appointments, preparing client presentations, and managing client communications
  2. Maintain client database and to ensure all client information is up to date and accurate
  3. Assist with the preparation of financial planning reports and presentations
  4. Handle client inquiries in a timely and professional manner
  5. Manage the schedule and logistics for client meetings and events
  6. Complete ad-hoc tasks and projects as assigned by the financial advisors

Requirements:

  • Strong administrative skills with a focus on attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Ability to manage multiple tasks and prioritize effectively
  • Experience with client relationship management software (CRM) preferred
  • Familiarity with financial planning concepts and practices is a plus
  • Strong computer skills, including proficiency in Microsoft Office Suite

Working Hours: Full-time, Monday to Friday

If you are a highly organized and detail-oriented individual with a passion for providing exceptional client service, we encourage you to apply for this exciting opportunity.

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