Administration Assistant
New
M
MultiplyMiiFinancial Services
Remote Philippines, Monday-Friday, 9am-5:30pm Australia TimeFull-TimeMiddle
Salary₱50K – ₱60K per month
Apply NowOpens the employer's application page
Job Details
- Languages
- English
- Experience
- 3 or more years of experience in a financial services role
- Required Skills
- Microsoft ExcelMS OfficeData entryCRM
Requirements
- 3 or more years of experience in a financial services role within the financial planning industry.
- Strong numerical and logical reasoning skills.
- Comfortable working with numbers and mathematics.
- Familiarity with Superannuation, Centrelink, and Investments in Australia.
- Strong proficiency in Microsoft Excel and MS Office.
- Exceptional written and verbal communication skills in English.
- Meticulous attention to detail, particularly in calculations and prepared materials.
- Strong time management and organizational skills.
- Ability to work independently and take initiative.
Responsibilities
- Compile data and draft letters or documents for the business.
- Perform data entry into CRM and document management systems.
- Maintain and update client information in the company database.
- Generate reports from CRM and provider portals.
- Document business requirements and process improvement or automation efforts.
- Conduct research on financial concepts, superannuation retirement, and tax strategies.
- Assist in gathering information and documents from clients.
- Interpret financial and tax documents related to client investments.
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