Deskripsi Pekerjaan
Elevate Your Career with Link Wealth Adviser Support
Are you a detail-oriented professional with a passion for the financial services industry? Link Wealth Adviser Support is seeking a dedicated Client Services Administrator to join our growing team in Angeles City. In this pivotal role, you will serve as the backbone of our administrative operations, ensuring that our financial advisers have the seamless support they need to deliver world-class wealth management solutions to their clients.
As a Client Services Administrator, you will be responsible for managing the end-to-end administrative lifecycle of client accounts. From initial onboarding to the implementation of complex financial strategies, your work will directly impact the efficiency of our service delivery and the satisfaction of our clients. We offer a collaborative work environment where your technical skills in data management and your interpersonal skills in client communication are equally valued.
We pride ourselves on a culture of excellence and continuous improvement. If you are looking for a role that offers stability, professional growth, and the opportunity to work with international wealth management standards, Link Wealth Adviser Support is the place for you. Join us and contribute to a team that values precision, integrity, and proactive problem-solving.
Tanggung Jawab
- Manage the end-to-end client onboarding process, including the collection and verification of required documentation.
- Maintain and update client records within the CRM system (e.g., Xplan, Midwinter, or Salesforce) with high accuracy.
- Liaise with financial product providers to track application statuses and resolve administrative queries.
- Assist financial advisers in the preparation and implementation of Statements of Advice (SOA) and Records of Advice (ROA).
- Coordinate and schedule client appointments, ensuring all necessary files are prepared in advance.
- Process withdrawals, contributions, and account transfers in compliance with regulatory standards.
- Perform regular data audits to ensure all client information remains current and secure.
Kualifikasi
- Bachelor’s degree in Finance, Business Administration, or a related field.
- Minimum of 2 years of experience in administrative support, preferably within the financial planning or wealth management sector.
- Strong proficiency in Microsoft Office Suite and experience using financial CRM platforms.
- Exceptional attention to detail and a high level of accuracy in data entry and documentation.
- Excellent verbal and written English communication skills for professional correspondence.
- Ability to multitask and prioritize workloads in a fast-paced, deadline-driven environment.
- Understanding of Australian financial services regulations is highly advantageous.