Paraplanner / Senior Executive Assistant - Dayshift Remote

1 hour, 37 minutes ago
Full-time
Junior
Operations
D2B

D2B

D2B specializes in connecting Australian businesses with top offshore talent, facilitating the hiring process to help companies scale efficiently and effectively.

Professional Services

Description

  • Manage end-to-end client review scheduling, reminders, pre-meeting information, and documentation follow-up.
  • Prepare client files and meeting packs, research investment, property, insurance, and SMSF strategies, and coordinate with accountants and third parties.
  • Draft and update Statements of Advice, Records of Advice, and Ongoing Service Agreements after client meetings.
  • Generate insurance quotes and create and track post-meeting advice implementation plans.
  • Coordinate applications with insurers and product providers, monitor outstanding requirements, and provide client progress updates.
  • Maintain accurate, compliant records, file notes, CRM data, task lists, naming conventions, and version control in AdviserLogic and Google Drive.
  • Keep the Financial Planner informed about priorities, deadlines, and required decisions.
  • Improve templates, checklists, and workflows and support 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 preparing or supporting SOAs, ROAs, Ongoing Service Agreements, and advice implementation under Australian compliance frameworks.
  • Hands-on experience with AdviserLogic and CRM or workflow systems.
  • Excellent written and spoken English with strong organization, prioritization, and proactive follow-up skills.
  • High accuracy when handling sensitive financial information and the ability to work independently.
  • Experience supporting an SMSF-focused practice or coordinating SMSF documentation preferred.
  • Experience with Morningstar or comparable financial research platforms preferred.
  • Familiarity with Google Workspace, life insurance research and quoting tools, or mortgage and lending administration preferred.
  • Familiarity with AI tools for meeting transcription, advice generation, and workflow automation preferred.
  • Self-starter with strong interpersonal communication, adaptability, and a compliance-focused mindset.

Benefits

  • Salary of Php 80,000–Php 90,000.
  • Full-time independent contractor arrangement.
  • Remote, dayshift work aligned with Australian working hours and holidays.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Senior Executive Assistant - Business Operations

Workable 251-1K Internet Software & Services

Remotely is seeking a Senior Executive Assistant – Business Operations to support senior leadership and coordinate operational, HR, recruitment, marketing, and process-improvement activities for an Australian commercial joint-sealing contractor.

1 hour, 37 minutes ago

Senior Executive Assistant (CEO & C-Suite Support) - Remote

Pavago IT Services

Pavago is recruiting a remote Senior Executive Assistant for a client to provide strategic and operational support to the CEO and C-suite, coordinating executive operations, communications, schedules, travel, and high-priority initiatives.

Asana Monday.com Notion Trello
1 hour, 37 minutes ago

Executive Assistant

Pavago IT Services

Pavago is hiring a fully remote Executive Assistant to support senior leadership by managing calendars, communication, travel, meetings, priorities, and administrative operations during U.S. business hours.

Asana Notion
1 day, 1 hour ago

Senior Executive Assistant - Work From Home / Dayshift

Twoconnect 51-250 Professional Services

Twoconnect is seeking a Senior Executive Assistant to support business partners for global client companies by managing executive priorities, schedules, communications, travel, and stakeholder relationships.

2 days, 1 hour ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers