Portfolio Admin Officer (AU Financial, WFH)
ConnectOS
Date: 9 hours ago
City: Remote
Contract type: Full time
Remote
Schedule: Monday – Friday (06:00 AM - 03:00 PM PHT)
What are we looking for?
Skills Required
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our client is a wealth management firm that offers investments, insurance, and GICs (Guaranteed Investment Certificates). They provide financial planning and business management services, including investment management, financial planning, and pension consulting. They aim to provide tailored solutions to meet clients' financial need
#ConnectOSCareers #JoinConnectOS #ConnectOSRecruitment #ConnectOSNonTech
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.
What are we looking for?
Skills Required
- Bachelor's Degree holder of any related course in Commerce or Financial
- At least 3 years previous experience working in Australian financial planning
- Experience with portfolio management /investments. Preparation of client portfolio report
- SMSF Experience preferrable
- Xplan experience advantageous
- Attention to detail and multitask
- Proactive
- Monitor client investment portfolios to ensure they remain in line with recommended asset allocation
- Prepare recommendations for the adviser on any changes needed and prepare records of advice
- Prepare Quarterly/Annual client performance reports
- Prepare SMSF Investment Strategies
- Liaising with product providers and investment platforms
- Update and maintain the client Work in Progress log/CRM tool
- Reconcile fees and commissions
- Liaise with client for any administration support
- WFH
- 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
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our client is a wealth management firm that offers investments, insurance, and GICs (Guaranteed Investment Certificates). They provide financial planning and business management services, including investment management, financial planning, and pension consulting. They aim to provide tailored solutions to meet clients' financial need
#ConnectOSCareers #JoinConnectOS #ConnectOSRecruitment #ConnectOSNonTech
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.
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