Financial Planning Administrative Assistant - Remote - Remote Staff

    Remote Staff
    Remote Staff Remote

    4 araw ang nakalipas

    Buong oras
    Paglalarawan

    About the Client:

    Our client is launching an exciting new financial planning joint venture, led by seasoned advisors with a strong background in wealth management and superannuation services.

    Responsibilities:

    • Prepare and submit superannuation and insurance applications
    • Assist with managed superfund applications
    • Perform insurance research and generate quotes
    • Communicate with clients via email to gather information or update them on progress
    • Liaise with insurance providers and superannuation funds to collect necessary data
    • Maintain and organize client files and documentation
    • Potential future tasks include calendar management and appointment setting

    Qualifications:

    • 2–5 years experience in financial planning or superannuation administration (3–5 years preferred)
    • Solid knowledge of insurance and superannuation processes
    • Excellent attention to detail and ability to manage multiple tasks
    • Strong written communication skills and a professional client-facing manner
    • Comfortable with industry-specific platforms (e.g., insurance portals)
    • Proactive, reliable, and highly organized

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