Financial Planning Admin – Australia

Financial Planning Admin – Australia

Overview of the Role

Help Financial advisors and their office staff manage their day to day activities and all administrative duties related to financial advice given to a client.

Minimum Requirements

Graduate, Post Graduate or any other similar degree with experience for a year or two with an attitude to learn.

Knowledge & Skills

  • Command over English language.
  • Good Communication skills.
  • Attitude to work.
  • Willingness to learn.
  • Email etiquettes.
  • Attention to detail.

Role Dimensions

  • Liaise with Superannuation funds to obtain details pertaining to all superfunds held by the client through call, mail or live chats.
  • Liaise with Insurance providers to obtain details pertaining to insurance covers held by the client.
  • Obtain annual and current Super and Insurance statements pertaining to fund balances and other details from Super/ Insurance providers.
  • Ensure the advisor’s preferred software is updated with information obtained from the super/insurance providers.
  • Send third party authorities to the respective providers within expected time and follow up with the funds on the due dates.
  • Preparation of Super and Insurance comparisons with multiple providers as required by the client.
  • Preparation of quotes for requested Insurance providers.
  • Preparation of meeting/ review documents and presentations for new and existing clients
  • Preparation of fee forms and any other forms as required by the advisor.
  • Transcribe client voice notes into written documents.
Job Category: Financial Planning Admin
Job Type: Full Time Part Time
Job Location: Ahmedabad Bangalore Mohali Pune

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