FP Administration Assistant (AU Client - Remote)

Philippinesmid

OtherAssistant

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Quick Summary

Key Responsibilities

Producing Portfolio Reviews and documents for assessment in preparation for client meetings with the use of a financial planning software program. This will involve: Inputting data provided by a manager in the financial planning software.

Technical Tools

excelms-office

Responsibilities

~1 min read

→Producing Portfolio Reviews and documents for assessment in preparation for client meetings with the use of a financial planning software program.
→This will involve:
- →Inputting data provided by a manager in the financial planning software.
- →Reviewing the data in the financial planning software to ensure it is accurate.
- →Generating and compiling reports from the financial planning software.
- →Using the financial planning software to prepare other documents.
→Assisting in administration tasks for client meetings and on an ongoing basis (e.g., account applications)
→Managing data in a financial planning software, including:
- →Setting up new clients and related information in the software
- →Updating investment information in the financial planning software regularly
- →All administrative processing & workflow management
→Admin team coordination
→Database maintenance
→Proactively work with internal and external business units to anticipate administrative requirements and deliver to deadlines.
→Support the end-to-end processes associated with administration, onboarding processes, drafting correspondence, and completion of tasks where required.
→Contacting and speaking with suppliers and product providers.