Highly skilled Financial Planning Assistant with nearly three years of remote experience at a private wealth management firm in Horsham, Victoria. Adept at managing client scheduling, file organization, and providing comprehensive administrative support. Proven expertise in coordinating client appointments using Google Calendar, Microsoft Teams, and Outlook, and efficiently managing client files and documentation with financial planning software such as FIN365.Experienced in drafting review summaries, Records of Advice (ROA), and Statements of Advice (SOA), with a strong ability to handle complex data collection tasks. Proficient in contacting superannuation, investment, and insurance providers through Zoiper and Dialpad to gather and verify client information, interacting with prominent providers like Aware Super, Vision Super, and MLC Super.Skilled in form management, including tracking application forms, authority forms, and compliance documentation. Demonstrated ability to manage compliance tasks such as fee disclosure statements, service agreements, and risk profile calculators. Proficient in using -----------, Xplan, MyCRM, OneDrive, and MS Office applications to enhance operational efficiency.Experienced in additional tasks such as updating GL codes in Praemium, managing pension payments, preparing tax invoices for SMSF clients, and processing Notice of Intent to Claim (NOITC) forms. Known for exceptional organizational skills, attention to detail, and the ability to communicate effectively with clients, accountants, solicitors, and other stakeholders.
