The Role 

• Preparation of regular Portfolio Valuations for clients – including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation

• Liaise with Fund Managers, Superannuation Providers, Brokers and other third parties to follow up on transactions 

• Assist with contribution calculations 

• Managing annual reviews and Financial Directions (FDs) / Opt-ins 

• Assisting in projects for process improvement, technology, and client experience 

• Ensure Xplan is up-to-date and review processes and templates within to ensure they remain relevant 

• Prepare client review documentation, statements of advice, and financial reports 

• Manage client queries and ensure timely, accurate communication 

• Maintain client records and ensure compliance with internal procedures and regulatory requirements 

Who are we looking for? 

We seek an experienced Client Service Administrator to join our team, who will work closely with team of investment professionals, you will provide personalised and exceptional support to our valued clients. 

To be successful in this role you must have: 

• Experience in a financial planning business with a record of implementing strategies 

• Organised and proactive work approach 

• Previous experience in a client services or administration role within the financial planning or wealth management industry 

• Excellent communication and interpersonal skills 

• Strong attention to detail and ability to manage multiple tasks efficiently 

• Proficiency with Microsoft Office and financial planning software Xplan 

• A proactive and client-focused approach 

Desired Traits: 

• Commitment to learning and growing with the Company 

• Authentic and inclusive, willing to collaborate in a team environment 

• Open to seeking improvements and efficiencies in work practices 

• Demonstrates a proactive approach to receiving feedback and implementing it for personal and professional development 

• Able to manage deadlines at a client and team level 

• Willing to contribute to the firm’s culture through our shared values 

Our Values: 

• Teach: Making others better 

• Respect: Open and respectful of others 

• Ambition: Aspire to be more 

• Fun: Unwind and have fun 

• Common game plan: Achieve everything together 

Time & hours: 

• Full-time, Monday to Friday, working 7am to 4pm (Cebu time) to align closely with Australian time. 

• Working hours are 7.5 hours (1.5 hrs break built into the above times). 

• This is an office-based role in Cebu (current location in Lexmark Plaza 3, Cebu Business Park) 

Benefits Package: 

• Salary range 35,000 – 42,000 (Gross per month) 

• Personal HMO Coverage plus up to two dependents 

• 27 days leave per year – usable for sick leave, personal leave, or vacation 

• Company-organized quarterly events, such as the End of Financial Year celebration and Year-End party. 

• Table tennis in our breakout room 

• Annual Performance Review 

• Incentive program for successful referrals 

• Tenure benefits after two years of service 

• Friday Lunch 

• Opportunity to connect with the onshore team through overseas training and projects. 

• Relocation package for interested applicants outside