Admin Accountant ( Australian Based Company, Attractive Benefits)

1/ Develop financial strategies to meet client’s objectives based on existing situation of clients:
• Ensure all client data and information correctly entered in XPlan (financial planning software)
• Assist client service managers in communicating with clients from the initial discussion right through to Strategy Presentation
• Research and develop a thorough understanding of current financial situation of clients
• Prepare comparisons between existing products and proposed products to allow advisers and client service managers to make educated decisions on how to proceed with document preparation
• Work with the Client Service Manager and Advisers to prepare the financial strategy based on information provided and research completed
• Prepare all required documents advice documents and applications for advisers to presentation to clients
• Assist with adviser calendar management
• Work closely with compliance department to ensure all obligations are being met.

2/ Ensure that client’s financial objectives are met year to year – in consultation with the Client Service Manager and Adviser:
• Review client portfolio to ensure goals and objectives are aligned with desirable outcome.
• Update all new information from last review meeting as well as any correspondence throughout the year
• Review client’s insurance needs in terms of current financial position and life stage
• Prepare Annual Review packs for all scheduled review meetings for your pod including reporting, presentation, investment rebalance documents.
• Work closely with compliance department to ensure all obligations are being met

3/ Assist advisers in responding to client’s request any time
• Develop a good understanding of client’s situation
• The ability to research information required and prepare an articulate response for the adviser to communicate with the client
• Ensure that clients are kept in the loop and communicated with regularly until the query is resolved

4/ Administrative Tasks
• Ad-Hoc Completion of basic administrative tasks
• Ensuring all documentation is saved in correct areas on the server and named appropriately
• Completion of daily activity tracker to log your activity for the day
• Ensuring databases are continually kept up to date
• Self-management of allocated tasks via XPLAN to ensure clients are receiving the highest level of service
• Work collaboratively with all Pod members and staff in other locations

• Degree qualified in Financial related areas, ie. Business, Commerce, Finance, Accounting
• Foreign education and work experience preferred
• Fluent communication in English (written and oral)
• Need to be adaptive and independent
• Concentration on objectives, task driven with the ability to think on your feet, have proactive approach and work unsupervised
• Ability to develop cohesive work environment with team members

- Private Insurance package (24/7); health check-up
- 20 annual leave days, 10 sick leave days
- Company trips oversea; team building activities

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