Koruna Assist Back Office Solution Inc. Website : https://www.korunaassist.com Working Hours: Monday-Friday, 7 AM-4 PM (Fixed day-shift and weekends off!!) Benefits and perks: 200K HMO w/ Dental Coverage (1 free Maxicare Dependent for 1 year and older, 25% for those less than 1 year.) Annual Physical Check-up and Wellness Package Competitive Salary (6 months increase and yearly appraisal) Optical Perks Miscellaneous allowance Incentives + Bonuses Attendance Bonus Perfect Attendance Rewards 20 paid days off + Birthday Leave 2 weeks paid off over Christmas Complete WFH set-up and internet subsidy within Metro Cebu only Fun Fridays and Positive Work Culture Opportunity for career growth and Training and development opportunities Job Qualifications: Strong attention to detail and accuracy Excellent communication skills (written and verbal) Above average grades and ability to understand and Australian finance regulations and concepts. Ability to manage multiple tasks efficiently and autonomously Have a sound understanding of financial planning concepts and strategies Advanced knowledge of Excel and Microsoft Office XPLAN experience Be a motivated, enthusiastic person who shows initiative and works effectively in team environment Excellent time management skills and the ability to meet strict deadlines for multiple tasks efficiently and autonomously Job Responsibilities: Coordinate and manage the delivery of advice to clients. Oversee the book of work and manage staff to ensure efficient delivery of advice and implementation of solutions. Provide exceptional administrative support to the staff and business through all areas of the advice, implementation, and ongoing service process Preparation of documents, report,s and forms for client meetings Updating Xplan Communicating with clients Liaising (phone and email) with product providers - insurance, super and investment platforms - this includes UK Pension companies Implementation of advice strategies, including preparation, lodgeme,nt and tracking of applications Monitor and record the advice process, documentatio,n and record keeping to ensure compliance with standards and regulations (,eg Record Keeping, FDS and Service Agreements, File notes, etc) Make appointments for Financial Planners with new/existing clients & send required confirmation documents & communications to all parties. Monitor client portfolios to identify any investment or rebalancing needs for the adviser Prepare accurate portfolio performance reports for client review meetings Update and maintain the client Work in Progress log/CRM tool Reconcile fees and commissions Preparing compliant, personalised Statements of Advice at a quality level for new and existing clients Answer and direct phone calls. Other administrative tasks to support Monarch Wealth and its clients. Head over to https://www.korunaassist.com/careers or send your updated resume to [HIDDEN TEXT] to apply! Show more Show less