Remote Admin

Supporting Smart Financial Futures Starts with You

Help turn strategic financial advice into seamless client experiences with precision, care, and compliance. This opportunity is for those who want to thrive in the financial world without sacrificing personal time. You'll have the space to grow your career while still enjoying life outside the office. Perfect for detail-oriented professionals in finance and admin.

Job Description

As a Remote Admin, you'll support end-to-end implementation of financial advice-from liaising with providers to managing documentation in Xplan-ensuring clients receive accurate, timely, and compliant financial support across wealth, retirement, and insurance solutions.

Job Overview

Employment Type: Full-time

Shift: Day shift

Work Setup: Onsite, Quezon City

Exciting Perks Await

• Competitive salary package
• Prime office location in Quezon City (easy access to MRT stations, restaurants, and banks)
• HMO coverage with free dependent upon regularization
• Day shift schedule
• Unlimited upskilling through Emapta Academy courses
• (Want to know more? Visit )
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used at your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

The Qualifications We Seek

• Minimum 3 years experience in Administration
• Minimum 1 year experience in Data Entry
• Experience in Financial Services
• Post-secondary qualifications in financial services are desirable
• Moderate to advanced Xplan proficiency, especially with Xplan IPS/Portfolio, Client Admin

Nice to Have:

• Experience with Wealth Solver
• Working knowledge of Australian investment and personal insurance environment
• General understanding of superannuation, including the basics of contribution types and approximate limits for concessional and non-concessional caps

Competencies / Personal Traits:

• Attention to detail and accuracy
• Strong communication skills in advanced English (verbal and written)
• Ability to work independently and collaboratively
• Comfortable with changes due to evolving business and legislative updates

Your Daily Tasks

Operational Management:

• Contact product providers to confirm implementation and processing completion
• Adhere to client privacy and security requirements
• Assist in ad-hoc requests

Client Relationship Management & Engagement:

• Communicate with clients using letter and email templates

Iress Xplan Software Suite (or chosen CRM):

• Upload required documentation to Xplan or designated CRM systems
• Enter data and client details accurately and precisely into Xplan
• Update client status, including archiving and fee-for-service category
• Navigate and complete assigned tasks in Xplan according to instructions
• Assist with tasks assigned by administrators
• Prepare invoicing
• Comply with Xplan updates, changes, and ad-hoc tasks
• Maintain appropriate, detailed records of all actions in advice implementation

Compliance and Risk Management:

• Stay updated on legislation and regulatory requirements
• Identify and report issues during task completion ("see something, say something")
• Review documentation and advice files for compliance

Technical Skills:

• Conduct quality assurance on Post Investment Reviews and checklists
• Perform Commpay Mapping
• Generate Annual Review Documents
• Generate ongoing service and annual renewal documents (Fee Disclosure Statements and renewal notices)
• Prepare and prepopulate insurance, superannuation, and pension applications
• Liaise with product providers to gather requirements for various advice types
• Liaise with product providers to gather requirements for TPA processing
• Prepare NOI and withdrawal request forms
• Prepare and send Centrelink authority cover letters
• Confirm implementation progress with providers, including account activation, rollovers, NOIs, investment switches, rebalancing, and change of advisor requests
• Process third-party authorities and related forms (submission, cancellations, Fee Consent)
• Follow up with providers on processing progress
• Assist and comply with technical developments as required

About the Client

Our client is a respected name in financial planning, offering tailored solutions across wealth management, retirement, lending, superannuation, and insurance. With over 15 years of service, they are known for their client-first approach, technical expertise, and long-term commitment to helping individuals achieve financial freedom through personalized, reliable advice.

Welcome to Emapta Philippines

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. Work with global clients across industries, supported by a stable foundation and like-minded professionals passionate about making an impact. We empower your success with opportunities for personal and professional development in an inclusive environment.

Apply now and be part of the #EmaptaEra