Previously worked as a FINANCIAL PLANNING ASSISTANT and had recently worked with a financial planning services company for two years located in Melbourne, Australia registered under AMP Financial Planning. Equipped with experience that is needed to work hand in hand with a Financial Advisor as listed below:
- Setup client files and adding client data to the financial planning software (Officetech, SalesForce &XPLAN)
- Prepare application, withdrawal and cancellation forms, documents, templates
- Organise client questionnaires & portfolio reports
- Prepare product comparison reports. This requires emails, phoning insurance and investment companies and get specific client portfolio information
- Prepare insurance premium estimates and quotes using specific software
- Prepare application forms, reports & mindmap presentations
- Submit application forms and follow up applications, insurance underwriting, medicals etc.
- Phoning clients & establishing good work relationships
- Fact Find Data Entry
- Record of Advice (ROA) Holds
- Download and collate documents and other research
- Update and maintain client database
- Basic marketing activities (i.e. sending email newsletters, arranging client events)
- Managing database in CRM system
- Client facing tasks that require providing quality service to our clients through direct meetings via zoom, online messages or phone conversations.
