Offer summary

Qualifications:

Minimum 2 years of experience in financial planning administration or similar roles., Experience working for an Australian client or business is required., Proficiency in Xplan or similar financial planning software., Strong attention to detail, organizational skills, and excellent communication abilities..

Key responsabilities:

Create and maintain review files for financial planning clients.

Update client information in Xplan and ensure data accuracy.

Prepare Fixed Term Agreements and ROA MDA documents.

Assist with general administrative tasks and maintain organized records.

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Job description

This is a remote position.

Job Overview

In this remote opportunity, we are seeking a detail-oriented AU Para-planner Assistant (Xplan) to support our financial advisors with administrative and compliance-related tasks. This role involves maintaining accurate client records, preparing key documents, and ensuring efficient workflow management.

Job Description

As an AU Para-planner Assistant (Eastwood, QC - Onsite), you will be responsible for the following key tasks:

Create and maintain review files for financial planning clients.
Update client information in Xplan and ensure data accuracy.
Prepare and raise Fixed Term Agreements and ROA MDA documents.
Transcribe file notes and maintain organized records.
Assist with general administrative tasks and ad hoc duties as required.

Requirements

Minimum 2 years of relevant experience in financial planning administration, para-planner or similar roles.
Experience working for an Australian Client/Business is required.
Experience in financial planning administration or a similar role.
Proficiency in Xplan or similar financial planning software.
Strong attention to detail and organizational skills.
Excellent communication and time management abilities.
Ability to handle confidential information with discretion.

Benefits

Permanent Work-from-home setup
Company-provided equipment
Secondary WiFi Modem
21 Leave Credits
100% conversion of UNUSED leave credits
HMO on Day 1
13th Month Pay
Grab Voucher every month
Birthday Gift
Loyalty Gift
Christmas Gift
Work-Life Balance
Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.