Part time Client Services Administrator | AU/NZ Insurance/Financial Industry
Tap Growth ai
Date: 6 hours ago
City: Mandaluyong City
Contract type: Full time
Remote
We're Hiring: Part-time Client Services Administrator!
The Client Services Administrator will provide high-quality admin support in a financial planning environment, working with tools like Xplan and Asana. Ensure smooth onboarding, accurate client data, and assist with SOAs when needed. You’ll be part of and uphold our client’s values of clarity, insight, professionalism and partnership by being detail-focused and client-centric.
What You'll Do
Manage initial client onboarding
The Client Services Administrator will provide high-quality admin support in a financial planning environment, working with tools like Xplan and Asana. Ensure smooth onboarding, accurate client data, and assist with SOAs when needed. You’ll be part of and uphold our client’s values of clarity, insight, professionalism and partnership by being detail-focused and client-centric.
What You'll Do
Manage initial client onboarding
- Send Financial Services Guide (FSG) and appointment communications.
- Setup clients in Xplan.
- Monitor Snapshot returns and other required onboarding docs; follow up where needed.
- Ensure documents are saved/archived properly and that alerts or reminders are triggered.
- Upload documents to Certainty Hub or equivalent platforms.
- Prepare Fixed Term Agreements, third-party authorities, Ezi Debit forms.
- Monitor and follow up on things like Transfer of Engagement (TOE), Path Maps, client data collection.
- Maintain and update client files in Xplan.
- Run review reports in Xplan; update tasks & workflows in Asana.
- Send links for booking (e.g. Calendly), follow up with clients.
- Prepare pre-review documentation, clean up client folders, ensure all client records are up to date.
- Generate / collect reports from super funds, insurance, investments.
- Upload finalised documents and service agreements to Xplan.
- Ensure client info is accurate, up to date in Xplan
- Gather superannuation & insurance data for research.
- Archive or flag inactive clients with appropriate documentation.
- Maintain data integrity, compliance with record-keeping.
- Help gather information, format drafts (based on adviser input).
- Assist in ensuring SOA components are ready for adviser review.
- Upload completed SOAs to Xplan and ensure documents are stored properly.
- Minimum 3 years of experience in a financial planning administrative or client services role, with hands-on experience inXplan.
- Bachelor’s degree in Business Administration, Finance, Accounting, or a related field (or equivalent relevant experience).
- Preferably experienced in using Asana (or similar task management tools such as Trello or Monday.com).
- Hands-on experience with financial planning processes, documentation standards, and compliance requirements.
- Strong written communication and professional email etiquette.
- Comfortable participating in virtual meetings or calls with advisers or team members when required.
- High attention to detail, strong organisational and time management skills.
- Proactive, dependable, and able to manage tasks with minimal supervision.
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Inland Operations Coordinator
Stolt-Nielsen Limited,
Mandaluyong City
3 days ago
Job DescriptionAre you as excited as we are when we talk about the storage and distribution of bulk liquids at our state-of-the-art tank containers and terminals located in key markets? Could this be the scene for your next career move? We are currently recruiting for Inland Operations Coordinator to join our APAC STC Operations team.Stolt Tank Containers (STC) is a...
Trade Marketing Specialist
Maya,
Mandaluyong City
3 days ago
Overview: Lead and execute diverse Trade Assurance initiatives in alignment with team objectives and targets, ensuring optimal performance, compliance, and consumer activity management for Maya’s digital wallet and products. Foster cross-functional collaboration by building strong partnerships with internal teams, external stakeholders, and third-party agencies to strengthen trade and consumer initiatives. Drive strategic on-ground initiatives to expand consumer credit card adoption,...
Operational IT Security Analyst
Stolt-Nielsen Limited,
Mandaluyong City
4 days ago
Job DescriptionAre you interested in joining the world of international storage and distribution of bulk liquids, tankers, terminals, aquaculture & LNG? Stolt-Nielsen’s fast growing IT Security team is looking for an Operational IT Security Analyst.Stolt-Nielsen Limited (SNL) is the specialist storage and transportation provider for bulk liquids: chemicals, clean petroleum, gases, vegetable oils, biofuels and oleochemicals. We also focus on...