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What Are We Looking For
MultiplyMii is in search of an Administration Assistant who will be working with our client based in Australia. Our client specializes in providing expert financial advice in the areas of insurance and wealth management.
Beyond your experience, we are also looking for someone who is professional and possesses impeccable English communication in both written and verbal. The ideal candidate has a keen eye for detail, can think independently of tasks and processes and the capability to effectively manage your time independently throughout the workday.
This is a permanent full-time role and 100% work from home.
In This Role
Core qualifications:
MultiplyMii, a premium recruitment & HR services company, is growing FAST and we are currently hiring an exceptional Administration Assistant who desires to be part of an exciting organization that rewards and values its team members.
One clear benefit for you beyond the long list at the bottom is that MultiplyMii will be there to hold your hand every step of the way, providing you and the client on-boarding, supporting your unique needs, handling any challenges that might come up in your work environment. We are here to give you (and our client) every opportunity to get it right and nurture this relationship.
MultiplyMii is in search of an Administration Assistant who will be working with our client based in Australia. Our client specializes in providing expert financial advice in the areas of insurance and wealth management.
Beyond your experience, we are also looking for someone who is professional and possesses impeccable English communication in both written and verbal. The ideal candidate has a keen eye for detail, can think independently of tasks and processes and the capability to effectively manage your time independently throughout the workday.
This is a permanent full-time role and 100% work from home.
In This Role
- Support the broader business by compiling data; drafting letters and documents as needed
- Data entry to and from our CRM and Document Management tools
- Maintain CRM client information with relevant updates
- Creating reports from the CRM and providers portals, providing analysis to relevant stakeholders
- Collect and document business requirements and process improvement/automation efforts
- Project research and special projects for the team as required
- Formatting, drafting, editing and sending emails and customer correspondence.
- Assist advisers in researching existing clients’ products. Conduct research on insurance products, financial concepts, superannuation retirement and tax strategies
- Collaborate with advisors to identify appropriate investment strategies based on client needs and goals
- Attend client meetings with advisors to present and review financial plans work with clients to gather necessary information and documents understand and interpret financial and tax documents related to clients’ investments manage and update client information in the company’s database
Core qualifications:
- 3 years of experience as an Administration Assistant or in a similar role in the financial planning industry
- Proficient in financial planning software such as AdviserLogic or XPlan, or similar tools is required
- Strong numerical and logical reasoning skills
- Good with math and comfortable working with numbers
- Familiarity with Superannuation, Centrelink and Investments in Australia
- A desire to become an expert in wealth products and advice preparation.
- Excellent command of the English language
- Strong skills in Microsoft Excel and MS Office is a must
- Meticulous attention to details, especially in calculations and materials prepared
- Self-starter, has the ability to work independently and takes initiative. There are elements to your training that will be expedited if you are able to take initiative with respect to your learning
- Strong written and verbal communication skills
- Must have access to and own a Windows-based device
- Laptop/Computer (at least 8GB RAM)
- Headset (preferable noise canceling microphone)
- Fast/Stable Internet Connection (At least 10 mbps)
MultiplyMii, a premium recruitment & HR services company, is growing FAST and we are currently hiring an exceptional Administration Assistant who desires to be part of an exciting organization that rewards and values its team members.
One clear benefit for you beyond the long list at the bottom is that MultiplyMii will be there to hold your hand every step of the way, providing you and the client on-boarding, supporting your unique needs, handling any challenges that might come up in your work environment. We are here to give you (and our client) every opportunity to get it right and nurture this relationship.
- 100% Remote work
- SSS
- Philhealth
- Pag-ibig
- Healthcare (HMO)
- 13th-month pay
- Paid Service Incentive Leave (SIL) upon probationary
- Regular holiday premium upon probationary
- Annual performance appraisal subject for review (if applicable)
- Access to our free Learning and Development programs (if applicable)
What Are We Looking For
MultiplyMii is in search of an Administration Assistant who will be working with our client based in Australia. Our client specializes in providing expert financial advice in the areas of insurance and wealth management.
Beyond your experience, we are also looking for someone who is professional and possesses impeccable English communication in both written and verbal. The ideal candidate has a keen eye for detail, can think independently of tasks and processes and the capability to effectively manage your time independently throughout the workday.
This is a permanent full-time role and 100% work from home.
In This Role
Core qualifications:
MultiplyMii, a premium recruitment & HR services company, is growing FAST and we are currently hiring an exceptional Administration Assistant who desires to be part of an exciting organization that rewards and values its team members.
One clear benefit for you beyond the long list at the bottom is that MultiplyMii will be there to hold your hand every step of the way, providing you and the client on-boarding, supporting your unique needs, handling any challenges that might come up in your work environment. We are here to give you (and our client) every opportunity to get it right and nurture this relationship.
MultiplyMii is in search of an Administration Assistant who will be working with our client based in Australia. Our client specializes in providing expert financial advice in the areas of insurance and wealth management.
Beyond your experience, we are also looking for someone who is professional and possesses impeccable English communication in both written and verbal. The ideal candidate has a keen eye for detail, can think independently of tasks and processes and the capability to effectively manage your time independently throughout the workday.
This is a permanent full-time role and 100% work from home.
In This Role
- Support the broader business by compiling data; drafting letters and documents as needed
- Data entry to and from our CRM and Document Management tools
- Maintain CRM client information with relevant updates
- Creating reports from the CRM and providers portals, providing analysis to relevant stakeholders
- Collect and document business requirements and process improvement/automation efforts
- Project research and special projects for the team as required
- Formatting, drafting, editing and sending emails and customer correspondence.
- Assist advisers in researching existing clients’ products. Conduct research on insurance products, financial concepts, superannuation retirement and tax strategies
- Collaborate with advisors to identify appropriate investment strategies based on client needs and goals
- Attend client meetings with advisors to present and review financial plans work with clients to gather necessary information and documents understand and interpret financial and tax documents related to clients’ investments manage and update client information in the company’s database
Core qualifications:
- 3 years of experience as an Administration Assistant or in a similar role in the financial planning industry
- Proficient in financial planning software such as AdviserLogic or XPlan, or similar tools is required
- Strong numerical and logical reasoning skills
- Good with math and comfortable working with numbers
- Familiarity with Superannuation, Centrelink and Investments in Australia
- A desire to become an expert in wealth products and advice preparation.
- Excellent command of the English language
- Strong skills in Microsoft Excel and MS Office is a must
- Meticulous attention to details, especially in calculations and materials prepared
- Self-starter, has the ability to work independently and takes initiative. There are elements to your training that will be expedited if you are able to take initiative with respect to your learning
- Strong written and verbal communication skills
- Must have access to and own a Windows-based device
- Laptop/Computer (at least 8GB RAM)
- Headset (preferable noise canceling microphone)
- Fast/Stable Internet Connection (At least 10 mbps)
MultiplyMii, a premium recruitment & HR services company, is growing FAST and we are currently hiring an exceptional Administration Assistant who desires to be part of an exciting organization that rewards and values its team members.
One clear benefit for you beyond the long list at the bottom is that MultiplyMii will be there to hold your hand every step of the way, providing you and the client on-boarding, supporting your unique needs, handling any challenges that might come up in your work environment. We are here to give you (and our client) every opportunity to get it right and nurture this relationship.
- 100% Remote work
- SSS
- Philhealth
- Pag-ibig
- Healthcare (HMO)
- 13th-month pay
- Paid Service Incentive Leave (SIL) upon probationary
- Regular holiday premium upon probationary
- Annual performance appraisal subject for review (if applicable)
- Access to our free Learning and Development programs (if applicable)