Portfolio Admin Officer (AU Financial, WFH)

Posted about 3 hours agoViewed

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💎 Seniority level: Middle, 3+ years

📍 Location: Philippines, Manila Time

🔍 Industry: Financial Planning

🏢 Company: ConnectOS👥 251-500 Compliance Consulting Human Resources Business Development Security Legal

⏳ Experience: 3+ years

🪄 Skills: Financial ManagementMicrosoft ExcelAccountingReportingClient relationship managementBudgetingCRMFinancial analysis

Requirements:

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

Responsibilities:

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