Qualifications

• Graduate of any business-related degree
• Minimum 1 year of experience supporting financial planning.
• Strong organizational skills and a meticulous attention to detail
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite and ability to learn new software programs
• Experience with CRM systems a plus
• Ability to work independently and as part of a team

Responsibilities

What You’ll Do:

• Maintain client records and adhere to evolving business policies and compliance guidelines.
• Update and manage client information within the CRM system (e.g., FLEX).
• Respond to advisor inquiries promptly and efficiently, providing accurate and relevant information.
• Prepare application forms, supporting documents, and NCCP documentation for the Statement of Advice (SoA) process.
• Liaise with Fund Managers (FMs) to gather vital client portfolio details.
• Utilize software to organize insurance quotes for client needs.
• Process rollovers, investment rebalances, and new business applications.
• Follow up on applications, insurance underwriting, medicals, and other relevant tasks.
• Handle ad hoc documents as require

Job Types: Full-time