Financial Planning assistantsHammerjack Pty. Ltd. Philippine Branch Office
Salary: Agreement
Work form: Full time
Posting Date: 13/10/2025
Deadline: 04/10/2023
Job Description
DUTIES AND RESPONSIBILITIES
Back-office Admin task for AU Financial Advisers
Conduct Super data /insurance research from superannuation/life insurance providers/institutions.
Preparation of client correspondence (engagement letters, review meeting pack)
CRM Management (Updating and Maintaining client details - HubSpot and Salesforce)
Basic paraplanning - generate simple Record of Advice (RoA)
QUALIFICATIONS
Excellent communication skills (verbal and written)
Strong organisational, project management and problem-solving skills with implacable multi-tasking abilities
Ability to follow process and work independently
Detail oriented | can communicate progress and/or report issues.
Experience working with AU Financial Advisers is an advantage.
DUTIES AND RESPONSIBILITIES
Back-office Admin task for AU Financial Advisers
Conduct Super data /insurance research from superannuation/life insurance providers/institutions.
Preparation of client correspondence (engagement letters, review meeting pack)
CRM Management (Updating and Maintaining client details - HubSpot and Salesforce)
Basic paraplanning - generate simple Record of Advice (RoA)
QUALIFICATIONS
Excellent communication skills (verbal and written)
Strong organisational, project management and problem-solving skills with implacable multi-tasking abilities
Ability to follow process and work independently
Detail oriented | can communicate progress and/or report issues.
Experience working with AU Financial Advisers is an advantage.
Submit profile
Hammerjack Pty. Ltd. Philippine Branch Office
About the company
Position Financial Planning assistants recruited by the company Hammerjack Pty. Ltd. Philippine Branch Office at , Joboko automatically collects the salary of , finds more jobs on Financial Planning Assistants or Hammerjack Pty. Ltd. Philippine Branch Office company in the links above
About the company