Full Time
Posted 8 months ago

Job Description

Key Responsibilities:

• Paraplanning, working closely with planner to identify investment needs that includes analyzing

clients’ needs and researching and recommending suitable products aligned to those needs

• Collaborate with the marketing team to create innovative ways to gain exposure for client


• Assist in monitoring active marketing program and developing ways to improve campaigns

• Function as data entry clerk

• Perform other related duties as may be assigned by the client

• Calendar management, including appointment setting

• Monitor, books, and managers all travel managements for directors

• Handle incoming and outgoing communications, including electronic mails

• Maintains and updates confidential files

Minimum Requirements:

• 2 years of experience in administration, ideally with an Australian financial planner

• Graduate of Business Administration or related course

• Excellent English oral and written communication skills

• Computer literate in MS Office

• Familiar with XPLAN software

• Familiar in Paraplanning related to financial & investment needs

• Keen to learn new concepts quickly and independently

• Highly motivated with an exceptional work ethic and client focus with very strong attention to


Job Types: Full-time, Contract, Permanent

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