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Financial Planning Assistant

A Financial Planning Assistant (FPA) provides support to financial advisors and planners. Their overall responsibility is to provide clients with high quality work by paying attention to details, completing tasks and taking a proactive and reactive approach to client requirements.

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Responsibilities

  • Setup client files
  • Add client data to the financial planning software
  • Prepare forms, documents, templates etc. for client meetings
  • Implementation of Financial Advice
  • Establish Super funds, Investment accounts, initiate rollovers
  • Prepare portfolio reports
  • Prepare product enquiry forms and research
  • Prepare product comparison reports.
  • Prepare insurance premium estimates and quotes using specific software
  • Prepare application forms
  • Download product documents
  • Submit application forms
  • Follow up applications, insurance underwriting, medicals etc.
  • Arrange medical tests
  • Download and collate documents and other research
  • Update and maintain client database
  • Managing Prospect database in CRM system
  • Other task agreed upon by the parties

Mortgage Broking Assistant

Mortgage Broking Assistant (MBA) provides lending support for the mortgage broker. They help facilitate deals between lenders and lending institutions. MBAs are responsible for organising and preparing documents for the entire loan process.

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Responsibilities

  • Gathering of Supporting Documents
  • Completion of Client Details through client follow up if incomplete
  • Product Comparisons
  • Pricing Requests (for both active and aftercare clients)
  • Flex/Connective/CRM Data Entry
  • Apply Online Data Entry & *Upload of Supporting Documents
  • Submission of Application through Apply Online
  • Follow up with Lenders regarding applications
  • Client updates with further information/documentation required (if applicable)
  • Settlement Sheets
  • Aftercare service
  • Ad hoc admin tasks
  • Ongoing Clients

Executive Assistant

An Executive Assistant ensures that the work process continues to run smoothly. They work both on a one-to-one basis with executives, internal and external clients. As an EA, they are responsible for documenting the minutes of the meeting, fixing schedules, preparing reports, organising documents, and keeping records.

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Responsibilities

  • Email Management/Filtering
  • Booking appointments with clients
  • Calendar Management
  • File Management
  • Database building
  • Hotel and Flight Booking
  • Taking down minutes of meetings
  • Preparing Slideshows (Powerpoint Presentations)

Administrative Assistant

An Administrative Assistant performs a variety of administrative, clerical and basic finance tasks. They are responsible for updating records, preparing documents, basic financial analysis, and implementing policies.

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Responsibilities

  • Organise and update all files
  • Performed Data Entry tasks and create reports
  • Monitored daily bank account activity using the internet and QuickBooks
  • Preparing bank deposits and compiling data from registers
  • Creating Powerpoint presentations
  • Updating and maintaining account records by calculating expenditures/revenues and profit/loss

Accounting Assistant

Accounting Assistant provides support to Accountants by helping them with basic bookkeeping and accounting tasks. They are usually responsible for reconciling bank records or draft financial documents. They are also involved with invoicing customers and collecting payments. Their duties include performing clerical tasks such as processing and recording transactions, preparing reports and budgets, fielding communications with clients and vendors, fact checking, filing, and other duties, as needed.

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Responsibilities

  • Assist Accountants and other financial professionals with creating and editing financial documents
  • Organize the bookkeeping processes of the company
  • Evaluate financial budgets and track expenses
  • Draft and report financial presentations
  • Reconcile financial books including incoming and outgoing funds

Customer Service Manager

Customer Service Managers ensure clients satisfaction. They are responsible for supervising and managing the customer service team, training new staff to provide the highest standards of customer service service. Additional tasks include handling customer inquiries and resolving customer problems.

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Responsibilities

  • Oversee our customer service team
  • Manage and train Customer Associates
  • Set reasonable customer satisfaction goals and work with the team to meet them
  • Interact with customers, responding to their inquiries and guiding them to the appropriate service
  • On-board new employees and train them based on your expertise and skill set
  • Create and implement an effective customer loyalty program

Financial Analyst

Financial Analyst tracks the company’s financial performance against a plan. They analyse business performance and market conditions to create forecasts and help business owners and directors make strategic decisions by providing periodic reports.

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Responsibilities

  • Provide analytical, forecasting, reporting, and project support
  • Produce monthly reports; key metrics, financial results, and variance reporting
  • Spearhead the annual and quarterly budgeting and forecasting processes
  • Identify opportunities for performance improvement across the organization
  • Maintain knowledge and keep abreast of new investment regulations or policies
  • Develop models that help with decision-making

Financial Planning Assistant

Responsibilities

Setup client files

Add client data to the financial planning software

Prepare forms, documents, templates etc. for client meetings

Implementation of Financial Advice

Establish Super funds, Investment accounts, initiate rollovers

Prepare portfolio reports

Prepare product enquiry forms and research

Prepare product comparison reports.

Prepare insurance premium estimates and quotes using specific software

Prepare application forms

Download product documents

Submit application forms

Follow up applications, insurance underwriting, medicals etc.

Arrange medical tests

Download and collate documents and other research

Update and maintain client database

Other task agreed upon by the parties

Mortgage Broking Assistant

Responsibilities

Gathering of Supporting Documents

Completion of Client Details through client follow up if incomplete

Product Comparisons

Pricing Requests (for both active and aftercare clients)

Flex/Connective/CRM Data Entry

Apply Online Data Entry & *Upload of Supporting Documents

Submission of Application through Apply Online

Follow up with Lenders regarding applications

Client updates with further information/documentation required (if applicable)

Settlement Sheets

Aftercare service

Ad hoc admin tasks

Ongoing Clients

Executive Assistant

Responsibilities

Email Management/Filtering

Booking appointments with clients

Calendar Management

File Management

Database building

Hotel and Flight Booking

Taking down minutes of meetings

Preparing Slideshows (Powerpoint Presentations)

Administrative Assistant

Responsibilities

Organise and update all files

Performed Data Entry tasks and create reports

Monitored daily bank account activity using the internet and QuickBooks

Preparing bank deposits and compiling data from registers

Creating Powerpoint presentations

Updating and maintaining account records by calculating expenditures/revenues and profit/loss

Accounting Assistant

Responsibilities

Assist Accountants and other financial professionals with creating and editing financial documents

Organize the bookkeeping processes of the company

Evaluate financial budgets and track expenses

Draft and report financial presentations

Reconcile financial books including incoming and outgoing funds

Customer Service Manager

Responsibilities

Oversee our customer service team

Manage and train Customer Associates

Set reasonable customer satisfaction goals and work with the team to meet them

Interact with customers, responding to their inquiries and guiding them to the appropriate service

On-board new employees and train them based on your expertise and skill set

Create and implement an effective customer loyalty program

Financial Analyst

Responsibilities

Provide analytical, forecasting, reporting, and project support

Produce monthly reports; key metrics, financial results, and variance reporting

Spearhead the annual and quarterly budgeting and forecasting processes

Identify opportunities for performance improvement across the organization

Maintain knowledge and keep abreast of new investment regulations or policies

Develop models that help with decision-making

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