Paraplanner – Senior Executive Assistant
Posted 22 days ago
You'll complete your application on Pear Tree.'s career site.
About the Role
A financial planning practice is hiring a combined Paraplanner and Senior Executive Assistant. This role serves as a vital operational link, combining high-level executive administration with professional financial planning assistance. You will be part of a remote team dedicated to delivering smooth client interactions and ensuring all financial records and procedures are managed accurately. The position is fully remote and operates according to the Australian business calendar, including local public holidays. It is perfect for a seasoned professional aiming to use their financial services background to boost productivity and advance the strategic objectives of a wealth management firm. You will play a key part in optimizing internal procedures and adopting new technology to elevate service standards and operational output.
Requirements
- Minimum of two years of professional experience in Australian wealth management, financial planning, or general financial services.
- Working knowledge of preparing Records of Advice and Statements of Advice, and navigating the implementation of advice under Australian regulations.
- Advanced technical skills in using CRM systems and workflow software, specifically AdviserLogic.
- Strong command of English, both spoken and written, combined with excellent organizational capabilities and precision regarding sensitive data.
- Experience with SMSF-specialized firms, Morningstar research, and Google Workspace is strongly preferred.
- Background in life insurance quoting or mortgage broking is considered an advantage.
- Familiarity with workflow automation and AI tools for generating documentation is preferred.
Responsibilities
- Oversee the entire client review schedule, encompassing appointment booking and collecting pre-meeting documentation.
- Prepare detailed client portfolios and meeting materials, and perform research on insurance coverage and property valuations.
- Compose Statements of Advice, Records of Advice, and documents for ongoing service arrangements, while recording accurate meeting minutes.
- Manage the execution of financial recommendations by submitting applications, tracking status with providers, and overseeing pending action items.
- Ensure documentation remains compliant within Google Drive and AdviserLogic.
- Enhance current workflows and templates while assisting with the adoption of AI-driven tools to increase efficiency.
- Maintain consistent communication with the Financial Planner to manage deadlines and shifting priorities.
Benefits & Perks
- This role provides a remote working setup while requiring strict adherence to Australian public holidays and business hours.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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