Schedule: Monday – Friday (06:00 AM - 03:00 PM Manila Time)
What are we looking for?
Skills Required:
- Bachelor's Degree holder of any related course in Commerce or Financial
- At least 4 years previous experience working in Australian financial planning and superannuation
- SMSF, SOA Preparation and Client Facing experience preferrable
- CRM/ Work Flow tool experience
- Australian tax and Superannuation experience
Nice to Have:
- Attention to detail and multitask
- Proactive
What will you do?
- Preparing compliant, personalised Statements of Advice at a quality level for new and existing clients
- Preparation of documents, reports and forms for client meetings
- Updating Xplan
- Monitor and record the advice process, documentation and record keeping to ensure compliance
- with standards and regulations (eg Record Keeping, FDS and Service Agreements, File notes etc)
- Update and maintain the client Work in Progress
- Reconcile fees and commissions
- Other administrative tasks to support organization and their clients
Join the awesome team and enjoy these benefits & perks:
- 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
JOIN CONNECTOS NOW!
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
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.
Philippines
