Portfolio Admin Officer (AU Financial, WFH)
ConnectOS Mandaluyong Full-time
What are we looking for?
Skills Required:
- 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
Nice to Have:
- Xplan experience advantageous
- Attention to detail and multitask
- Proactive
- 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
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