WFH AU Admin Assistant with AU Financial Planning experience - Omnis Group

This a Full Remote job, the offer is available from: Philippines

About Us

Join a collaborative team of experienced professionals-where you'll contribute to meaningful client outcomes and work closely with industry leaders, including our Managing Director, Daniel Morcombe.

Why Join Us?

We offer a dynamic and supportive work environment with excellent benefits, including:

• Salary starting from 60,000 - 80,000 pesos per month.
• Working Monday to Friday 7:00 am to 4:00 pm PH time.
• Permanent work-from-home set-up.
• 25 days of paid leave + AU public holidays.
• Day off on your Birthday!
• Equipment supplied.
• Annual salary review.
• A fun team to work with.
• Training and career growth.

Job Summary

Ideal for someone with strong administrative experience-preferably within the financial services sector-this position offers flexibility, autonomy, and the opportunity to contribute to a client-focused, values-driven business.

• Provide administrative support to financial advisors and team members.
• Manage calendars, schedule client meetings, and coordinate virtual appointments.
• Prepare and edit client communications, reports, and documentation.
• Maintain accurate client records and ensure compliance with data privacy policies.
• Process new client onboarding documents and follow up on required forms.
• Liaise with clients to gather information, schedule reviews, and respond to queries.
• Track workflow tasks and ensure timely follow-ups using CRM systems.
• Assist with basic bookkeeping or invoicing tasks (optional but preferred).
• Support ad-hoc administrative projects as needed.

• Proven experience as an administrative assistant, preferably in financial planning.
• Exceptional attention to detail and time management.
• Highly Tech-savvy / knowledge working with AdviserLogic (desirable).
• Excellent verbal and written communication skills.
• Capable of handling confidential information with discretion.
• Self-starter who can work independently in a virtual environment.

This offer from "WizeTalent" has been enriched by Jobgether.com and got a 77% flex score.