Financial Adviser Assistant (AU Insurance, Home-based)

Salary Package: P50,000- P60,000 (Monthly Package)

Schedule: Monday – Friday (9:00 AM - 6:00 PM AEST)

What are we looking for?

Skills Required:

• Minimum 2 years in Australian Financial Services, particularly in KYC and customer service.
• Strong organizational skills and attention to detail.
• Fast learner
• Team player and enjoys team interactions
• A quiet place at home undisrupted.
• Proficient in technology and CRM software.

What will you do?

As an Investment Placement & Administration Specialist, you will ensure efficient setup of client investment accounts and facilitate purchases of investment products like managed funds, ETFs, and term deposits. This role requires strict adherence to regulatory compliance. The ideal candidate should have strong English skills, attention to detail, and a passion for precision in investment operations.

• Account Set-Up: Create and administer client investment accounts in compliance with rigorous regulatory standards and internal policies.
• Investment Broking: Facilitate the purchase of various investment products on behalf of clients, such as managed funds, ETFs, term deposits, and other financial instruments.
• Platform Proficiency: Develop expertise in utilizing investment platforms to execute investment orders accurately.
• Documentation: Ensure all necessary documentation is accurately completed and maintained for client accounts and investment transactions.
• Communication: Collaborate with clients, investment advisors, and internal teams to clarify account information and facilitate investment transactions.
• Quality Assurance: Conduct regular audits to verify the accuracy of account data and investment transactions, making necessary corrections.
• Compliance: Stay current with financial regulations and ensure strict compliance with all relevant rules and standards.
• Reporting: Prepare and maintain accurate records and reports related to account set-up and investment transactions.
• Problem Solving: Identify and resolve discrepancies or issues related to investment accounts and transactions.
• Client Support: Provide exceptional support to clients regarding investment inquiries and concerns.
• Process Improvement: Continuously seek opportunities to enhance investment account set-up and broking processes for efficiency and accuracy in a highly regulated environment.

Join the awesome team and enjoy these benefits & perks:

• Home-based
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work Life Balance, and Career growth opportunities

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client, located in Australia, offers a comprehensive approach to financial planning. They carefully listen and understand their clients' individual goals, preferences, and future aspirations. Their team of advisors has extensive experience in customizing financial strategies to cover all aspects of financial planning for clients with specific needs, such as medical retirement planning, Special Disability Trusts, and Expert Witness Reports.

#ConnectOS #ConnectOSCareers #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.