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Australian Financial Planning Admin Assistant - Work from home

1.00 to 6.00 Years   Noida,Delhi, Gurugram   16 Mar, 2025
Alpha Pro Services Hiring For ASRA Financial Consulting Pty Ltd
Job LocationNoida,Delhi, Gurugram
EducationNot Mentioned
SalaryNot Disclosed
IndustryFinancial Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    Profile -Australian Financial Planning Admin Assistant - Work from homeInterested candidate share your cv on whatsapp: hidden_mobileJob ResponsibilityMinimum Requirements:
    • Graduate/Postgraduate in finance or relevant degree.
    • Minimum 2-year experience within the financial planning/Investment/Insurance.
    • Understanding of the financial planning process.
    • Attention to detail.
    • Good report writing skills.
    • Strong command over English.
    • Ability to work independently and multitask.
    Knowledge & Skills:
    • CFP an added advantage.
    • Any additional certifications from FPSB, NCFM etc preferred.
    • Sound communication skills.
    • Experience using MS-word and excel.
    • Strong technical knowledge including insurance, mutual funds, trusts, taxation etc.
    • Self-motivated and able to take responsibility for own work.
    Role Dimensions:
    • Understanding concepts of financial planning.
    • Understanding various super, pension, investment and insurance related laws and terminologies.
    • Preparation of high-implementation documents
    • Follow-up with implementation steps and ensure the advice is executed correctly.
    • Review and analyse statement of advice prepared by team members.
    Primary Responsibility:
    • Receiving the task from the Advisers
    • Capturing the task request into the Smartsheet
    • Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
    • Review of End Users details to determine missing information.
    • Data Collection - Determining & collection of additional information (super & insurance research activity)
    • Contacting the adviser for clarification / additional information
    • Data entry
    • Report Generation & editing

Keyskills :
australianfinance planning

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