Paraplanner – Senior Executive Assistant

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee the complete client review calendar and organize Zoom/Google Meet appointments.

• Dispatch client appointment reminders and collect pre-meeting information.

• Address any missing documentation and scheduling issues.

• Prepare detailed client files and meeting materials.

• Conduct strategic research on property assessments, insurance policy evaluations, Ongoing Service Agreements, and portfolio analyses.

• Collaborate with accountants and external parties for SMSF tax and financial documentation.

• Take meeting notes and draft or revise Statements of Advice, Records of Advice, and Ongoing Service Agreements.

• Generate insurance quotes.

• Create and monitor post-meeting execution plans.

• Oversee the implementation of financial advice.

• Distribute and track application forms with insurers and product providers.

• Keep track of outstanding requirements and provide clients with updates on progress.

• Maintain compliant records in AdviserLogic and Google Drive.

• Adhere to file-naming and version-control protocols and draft precise file notes.

• Ensure workflows, task lists, and CRM records are up-to-date.

• Keep the Financial Planner informed about priorities, deadlines, and necessary decisions.

• Enhance system templates, checklists, and workflows.

• Assist in the integration of AI-enabled note-taking and advice-generation tools.

⛳️ Requirements

• At least 2+ years of experience supporting an Australian financial planning, wealth management, or financial services practice.

• Practical experience in preparing or assisting with SOAs, ROAs, Ongoing Service Agreements, and advice implementation in accordance with Australian compliance and regulatory frameworks.

• Proficient in using AdviserLogic and CRM/workflow systems.

• Excellent proficiency in written and spoken English.

• Outstanding organizational, prioritization, and proactive follow-up skills.

• High level of accuracy when dealing with sensitive financial data.

• Ability to manage tasks autonomously with confidence.

• Preferred: Previous experience supporting an SMSF-focused financial planning practice or managing SMSF document coordination.

• Preferred: Direct experience with Morningstar or similar financial research tools.

• Preferred: Knowledge of Google Workspace (Google Drive, Google Meet) and life insurance research/quoting tools.

• Preferred: Familiarity with mortgage broking, lending, or loan administration processes.

• Preferred: Experience with emerging AI tools for client meeting transcriptions, advice generation, and workflow automation.

🏝️ Benefits

• AU working hours and holidays.

• Remote work arrangement.