admin assistant ( Financial Planning support)TOA Global

TOA Global Company At TOA Global, we know exactly how to provide a great work environment and how important our employees are in serving our clients. Be part of our global team and discover why our workplace is where you should be! 100% dedicated to TOA Global Company At TOA Global, we know exactly how to provide a great work environment and how important our employees are in serving our clients. Be part of our global team and discover why our workplace is where you should be! 100% dedicated to servicing the financial services industry, TOA Global has been providing talented and skilled offshore staff to firms across Australia, New Zealand, and North America since 2013. TOA Global has become one of the largest employers of accountants and bookkeepers in the Philippines and is a proud equal opportunity employer, with a strong mission to make an impact in the community through our volunteerism and commitment to corporate social responsibility (CSR). We provide great salaries, work-life balance, unlimited training, internationally accredited development programs, awesome staff perks and benefits, and a values-centric environment where you will thrive. Position Purpose The role provides administrative support to the financial planning team including financial advisor(s), paraplanners , graduates & other administrators. In addition, this role ensures client information is kept in an organised and compliant manner that facilitates ease of access as required by the financial advisor(s) and paraplanners. You will demonstrate a commitment to outstanding client service and attention to detail. Duties and responsibilities: Undertake general administration for existing and new clients: filing scanned documents, preparing electronic SoAs and RoAs as required for client presentation meetings Liaise with platform, fund managers, insurers & Centrelink on all administrative tasks as required Liaise with LBW SMSF & Accounting team and provide information or request Maintain current XPLAN records and all relevant client information including portfolio data in IPS Implement client transactions - including but not limited to electronic payments, lodgments, rollovers, managed investments, term deposits, IPOs & Off Market Transfers Assist with Advisor monthly review cycle & CSA requirements by preparing review packs, updating Fact Finds, confirming appointments and any ah-hoc tasks required. Manage task list via XPLAN & communicate progress with team Action incoming mail (electronic) Provide appropriate information and documentation to other teams (SMSF) such as dividend & tax statements Save all investment information into Xplan and M-Files if required. Ad-hoc administrative support as necessary Essential knowledge: XPLAN experience SMSF admin Direct investments Understanding of financial planning processes Strong proficiency in Microsoft suite Key behaviours/Capabilities Delivering quality results on time Strong data entry, processing skills Good literacy, numeracy and communication skills Ability to multi task High attention to detail Strong organizational and time management skills Team player Client focus Location: Clark, Pampanga Work Schedule: Monday to Friday 7:00am - 4:00pm Work Arrangement: Onsite
Monster

Philippines
Permanent
Full-time