Offer summary

Qualifications:

Proven experience as an administrative assistant, preferably in financial planning., Exceptional attention to detail and time management skills., Highly tech-savvy, with knowledge of AdviserLogic being desirable., Excellent verbal and written communication skills..

Key responsibilities:

Provide administrative support to financial advisors and team members.

Manage calendars, schedule client meetings, and coordinate virtual appointments.

Prepare and edit client communications, reports, and documentation.

Maintain accurate client records and ensure compliance with data privacy policies.

Job description

About Us

At Omnis, we are Australian based specialists in accounting and financial planning, and proud Xero Gold Partners. We provide real-time, relevant financial insights to empower our clients to make confident business and personal finance decisions. Join a collaborative team of experienced professionals-where you'll contribute to meaningful client outcomes and work closely with industry leaders, including our Managing Director, Daniel Morcombe.

Why Join Us?

We offer a dynamic and supportive work environment with excellent benefits, including:

Salary starting from 60,000 - 80,000 pesos per month.
Working Monday to Friday 7:00 am to 4:00 pm PH time.
Permanent work-from-home set-up.
25 days of paid leave + AU public holidays.
Day off on your Birthday!
Equipment supplied.
Annual salary review.
A fun team to work with.
Training and career growth.

Job Summary

We are seeking a highly organised and proactive Virtual Administrative Assistant to support our Australian financial planning team. In this remote role, you will play a key part in ensuring seamless client service by managing scheduling, documentation, and communications. Ideal for someone with strong administrative experience-preferably within the financial services sector-this position offers flexibility, autonomy, and the opportunity to contribute to a client-focused, values-driven business.

Key Responsibilities

Provide administrative support to financial advisors and team members.
Manage calendars, schedule client meetings, and coordinate virtual appointments.
Prepare and edit client communications, reports, and documentation.
Maintain accurate client records and ensure compliance with data privacy policies.
Process new client onboarding documents and follow up on required forms.
Liaise with clients to gather information, schedule reviews, and respond to queries.
Track workflow tasks and ensure timely follow-ups using CRM systems.
Assist with basic bookkeeping or invoicing tasks (optional but preferred).
Support ad-hoc administrative projects as needed.

About you

Proven experience as an administrative assistant, preferably in financial planning.
Exceptional attention to detail and time management.
Highly Tech-savvy / knowledge working with AdviserLogic (desirable).
Excellent verbal and written communication skills.
Capable of handling confidential information with discretion.
Self-starter who can work independently in a virtual environment.

Required profile