Qualifications

• Graduate of any business-related degree
• Strong organizational skills and a meticulous attention to detail
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite and ability to learn new software programs
• Experience with CRM systems a plus
• Ability to work independently and as part of a team
  

Responsibilities

Financial Planning Support

• Maintain client records and adhere to evolving business policies and compliance guidelines.
• Update and manage client information within the CRM system (e.g., FLEX).
• Respond to advisor inquiries promptly and efficiently, providing accurate and relevant information.
• Prepare application forms, supporting documents, and NCCP documentation for the Statement of Advice (SoA) process.
• Liaise with Fund Managers (FMs) to gather vital client portfolio details.
• Utilize software to organize insurance quotes for client needs.
• Process rollovers, investment rebalances, and new business applications.
• Follow up on applications, insurance underwriting, medicals, and other relevant tasks.
• Handle ad hoc documents as required.

Mortgage Support

• Collaborate with Mortgage Consultants to streamline communication and interactions with lenders.
• Compile applicant documentation ensuring timely application submissions.
• Gather and store loan-related supporting documents electronically.
• Prepare NCCP documentation and serviceability calculators.
• Enter client information accurately into various systems (CRM, FLEX,).
• Order property valuations, track statuses, and prepare loan lodgements.
• Perform data validations and identify potentially fraudulent information (e.g., conflicting addresses) for escalation.
• Maintain consistent communication with lenders and applicants regarding loan status updates.
• Manage post-settlement activities and ensure file adherence to compliance checklists.
• Address any rework or outstanding tasks efficiently.

Job Types: Full-time, Fresh graduate