Administrative Assistant - Financial Services (AU Finance)

• This role is an all-rounder administrative position focused on supporting a financial planning business with strong emphasis on CRM management, document handling, and maintaining accurate and audit

• We are looking for someone with strong foundational administrative skills who can be trained and developed over time into more complex responsibilities.
• This role will be directly managed and trained by our team, so we are prioritizing attitude, attention to detail, and consistency over technical experience.

Skills Required:

• Attention to Detail: A non-negotiable commitment to 100% accuracy in data entry and document naming; you naturally catch errors that others miss.
• Process Discipline: The ability to strictly follow Standard Operating Procedures (SOPs) and maintain a "pixel-perfect" digital filing system.
• Professional Communication: Strong written English skills with the ability to provide clear, concise daily progress updates.
• Technical Literacy: Proficiency in Microsoft 365 (specifically SharePoint) and a strong willingness to master complex CRM logic.
• Self-Direction: A reliable work ethic with the ability to manage a daily workload and flag blockers proactively without being prompted.

Nice to Have:

• Previous experience in the Australian Financial Services industry (Financial Planning or Mortgage Broking).
• Hands-on experience using Xplan or MyCRM.
• Experience with SharePoint architecture and document version control.
• Familiarity with AU compliance standards or supporting Australian-based clients.

What will you do?

You will be directly managed by the onshore team to ensure the administrative and compliance side of the business is seamless and audit-ready:

• CRM & Data Ownership: Maintain and update client records across Xplan and MyCRM, including the high-accuracy entry of Fact Finds, assets, and liabilities.
• Document Management: Rename, organize, and archive client documents into SharePoint, ensuring all folders follow a strict and consistent structure.
• Compliance & File Prep: Conduct regular checks of client files against internal requirements to identify and flag any missing or inconsistent information.
• Administrative Support: Assist with inbox organization and basic email drafting to ensure smooth communication with stakeholders.
• Daily Reporting: Provide a mandatory end-of-day activity snapshot via Slack to ensure transparency and accountability.
• Secondary Support: Provide backup assistance for the mortgage broking function, including basic lender follow-ups and document uploads when needed.

Join the awesome team and enjoy these benefits & perks:

• Fulltime role
• Medical, Dental Coverage and Life insurance from day 1 of employment with 1 HMO dependent
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

ConnectOS ensures the full confidentiality of the data it processes data it processes.