• Maintain accurate and up-to-date client and financial records within Fin365.
• Create and integrate prospect client profiles in Fin365.
• Identify and resolve data discrepancies in Fin365 and SharePoint, as well as flag outdated documents to the relevant client services team member.
• Update post-review and Statement of Advice (SoA) meetings.
• Generate and reconcile forms for ongoing adviser fee maintenance, identifying and addressing discrepancies.
• Generate necessary forms to implement recommended strategies based on the review and analysis of advice documents.
• Prepare tax packs for Self-Managed Superannuation Funds (SMSFs) and deliver them to client accountants.
• Ensure accurate settlement of asset trades following implementation and draft client investment confirmation emails.
• Manage the admin team inbox, initiating Fin365 workflows as required.
• Provide timely and concise summaries of client financial situations (Personal Risk Files – PRFs) to advisers in preparation for client review meetings.
• Assist with ad-hoc client service requests and support the client services team with project work.
• Identify and suggest process improvements and efficiencies within the client service workflow.
  
  

• Bachelor’s degree in Accountancy, Financial Management, Business, Banking and Finance, and Economics or any equivalent.
• At least two years of experience in a financial services environment.
• Diploma and/or Advanced Diploma of Financial Services (ADFS) or demonstrated success in continuing ADFS studies is preferred.
• Proficiency in Microsoft Word and Excel.
• Excellent communication skills, both written and verbal.
• Strong financial analysis and attention to detail.
• Ability to manage multiple tasks and prioritize effectively.
• Knowledge of financial products, providers, and platforms is highly advantageous.
• Commitment to ongoing professional development.
• Ability to handle sensitive information with discretion and integrity.
• Adaptability and willingness to learn.
• Willing to be assigned to Clark, Pampanga, Subic Bay Freeport Zone, Balanga City, Bataan, Tarlac, or Iba, Zambales.
  
  

Please refer to job description.