FINANCIAL PLANNING VIRTUAL ASSISTANT

FINANCIAL PLANNING VIRTUAL ASSISTANT

INDUSTRY-LEADING BENEFITS

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competitive-salary-1-1
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HMO Day 1 w/ Dental + FREE 3 Dependents

Competitive Salary

Fixed Weekends Off

Day Shift

2-Week Paid Christmas Break

INDUSTRY-LEADING BENEFITS

hmo-white-2-1

HMO Day 1 w/ Dental + FREE 3 Dependents

competitive-salary-1-1

Competitive Salary

fixed-weekends-1-1

Fixed Weekends Off

day-shift-icon-1-1

Day Shift

2-week-christmas-break-1-1

2-Week Paid Christmas Break

ABOUT THE ROLE

Hiring Experienced Financial Planning Virtual Assistants with at least one year of experience in Australian Financial Planning in charge of handling the small details to keep the company moving so that your client can focus on large-company goals.

They will communicate with their clients on multiple channels (email, calls, etc.). They will conduct orientations, communicate with clients, ensure clarity of instructions, and facilitate group and one-on-one coaching. Experience in CRMs like AdviserLogic and Xplan is preferred. They must be able to manage expense reports, orders, and confidential financial information.

IDEAL CANDIDATE

  • Must have 1 year of solid and thorough experience in Australian Financial Planning;
  • Experience with Accounting, Real Estate, Life insurance or Commercial lending industries a plus
  • Familiarity with current technologies, like desktop sharing, cloud services, and VoIP
  • Preferably with experience with using various CRMs preferably Adviser Logic and Xplan
  • Expert with word-processing software and spreadsheets (e.g., MS Office)
  • Knowledge of online calendars and scheduling (e.g., Google Calendar)
  • Excellent phone, email and instant messaging communication skills
  • Excellent time management and solid organizational skills
  • Self-directed and able to work without supervision
  • Excellent verbal and written communication skills

TASKS AND RESPONSIBILITIES

  • Client-facing role
  • Build and maintain relationships with clients
  • Manage your client inquiries and correspondence
  • Foresee your clients’ insurance needs, such as policy amendments
  • Assist in insurance policy applications
  • Manage client’s lapsed payments & dishonour status
  • Assist the client with any claim request on their policies
  • Keep relevant records and update client information
  • Prepare new or update an existing fact find for superannuation
  • Contact clients for documents/forms
  • Process investment purchase, switch and sell down
  • Process rollovers
  • Prepare and send client invoices using Xero or manually
  • Prepare market comparisons
  • Assist in preparation for tax return and compliance reporting
  • Must have the ability to multitask projects

Fast-track your career with a fast-growing company.

Copyright ©2020 VA Platinum Pty Ltd. All rights reserved.

Copyright ©2020 VA Platinum Pty Ltd. All rights reserved.