Financial Planning Virtual Assistant

Job Title: Financial Planning Virtual Assistant (Australian Practice)

Role Overview

We are a fast-growing Australian Financial Planning firm seeking a dedicated, detail-oriented Virtual Assistant based in the Philippines. You will be a vital part of our back-office team, ensuring that our advice implementation is seamless and our client data is impeccable. This role requires a deep understanding of the Australian financial landscape (Superannuation, Insurance, and Investments) and high proficiency in industry software.

Key Responsibilities

• Data & System Management: Maintain and audit client databases to ensure all information is factual and current. Take ownership of Xplan management and data integrity.
• Meeting Preparation: Collate and prepare necessary files, reports, and documentation ahead of client meetings.
• Strategy Support: Liaise with product providers to gather research and data required for the development of financial strategies.
• Advice Implementation: Prepare application forms and execute advice documents for Superannuation, Insurance, and Investment products.
• Process Improvement: Work collaboratively with the Australian team to identify "bottlenecks" and create efficiencies in our business workflows.
• SLA Compliance: Monitor and manage tasks to ensure all administrative requirements are completed accurately within our Service Level Agreements (SLAs).
• Team Collaboration: Act as a remote extension of the AU-based customer service team, providing administrative support as needed.

About You (Selection Criteria)

• Industry Experience: Proven experience as a Client Service Officer (CSO) or Admin Assistant within the Australian Financial Planning sector.
• Technical Knowledge: Solid understanding of Australian financial products (Super, SMSF, Life Insurance, and Managed Investments).
• Software Proficiency: Strong working knowledge of Xplan (highly regarded) or similar platforms like Midwinter or AdviserLogic.
• Communication Skills: Exceptional written and verbal English skills. You must be comfortable communicating with Australian providers and team members with a clear, neutral accent.
• Reliability: Able to commit to a full-time schedule (5 days a week) aligned with Australian Eastern Standard Time (AEST).
• Quality Focused: A genuine passion for providing high-quality service and a "right first time" mentality.
• Why Join Us?
• Work-Life Balance: Work from home with hours aligned to the Australian day (no graveyard shifts).
• Stability: Long-term career opportunity within a professional financial services environment.
• Collaborative Culture: Be treated as a core member of the team, not just a "task-taker."
• Apply now

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Financial Planning Virtual Assistant