Portfolio Admin Officer

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work certified company, as a financial planner. This role involves managing client investment portfolios, preparing reports, and liaising with product providers. You will need a Bachelor's degree, at least 3 years of experience in Australian financial planning, and portfolio management experience. Enjoy benefits such as work-from-home options, medical and dental coverage, paid leave, a competitive salary, and various other perks. The schedule is Monday-Friday, 6 AM to 3 PM Manila time. ConnectOS is an equal opportunity employer.

Requirements

• 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

Responsibilities

• 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

Preferred Qualifications

• SMSF Experience
• Xplan experience
• Attention to detail and multitask
• Proactive

Benefits

• WFH
• Medical, Dental Coverage and Life insurance from day 1 of employment
• 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
• Regular Company Events, Work Life Balance, and Career growth opportunities