This is a remote position.

Full-time | 40 hours per week

8:00 AM–5:00 PM AWST | 2:00 PM–11:00 PM SAST

We are seeking a highly organised and detail-oriented Financial Planning Administration Assistant to support a growing Australian wealth management and financial planning business.

This role will provide administrative and client support across client onboarding, meeting preparation, document generation, client communications, fee administration and ongoing review support.

The ideal candidate is comfortable working with confidential financial information, managing multiple client files and deadlines, and maintaining a high level of accuracy in a fast-paced financial services environment.

Key Responsibilities

Client Onboarding & Meeting Preparation

• Monitor adviser inboxes and upcoming meetings
  
• Prepare client information and documentation before meetings
  
• Send client portal invitations and follow up outstanding information
  
• Prepare documentation for strategy, presentation, transfer, reconnection and review meetings
  
• Follow up clients after meetings
  
• Prepare and manage change of adviser forms
  

Document Preparation

• Assist with Strategy Discussion Papers / Strategy Papers
  
• Generate and format documents using Marloo AI
  
• Prepare base documentation for Statements of Advice (SOAs)
  
• Check client, superannuation, investment and insurance information for accuracy
  
• Support product comparisons using ProductRex
  
• Review documents for accuracy, completeness and presentation
  
• Prepare annual review documentation and review SOAs
  

Client Communication & Fee Administration

• Manage routine client communications and reminders
  
• Follow up outstanding client information and documents
  
• Assist with fee processing through WT ARC
  
• Process invoices and signed direct debit forms
  
• Reconcile expected fees against fees received
  
• Review commission statements and identify discrepancies
  
• Monitor fee agreement renewal periods
  

General Administration

• Maintain accurate and organised digital client files
  
• Update client reports and account information
  
• Identify missing or outdated information
  
• Support advisers with general administrative tasks
  
• Maintain a paperless workflow using client portals and electronic signatures
  

Systems & Software

Experience with the following is highly desirable:

• Intelliflo
  
• Marloo
  
• ProductRex
  
• WT ARC
  
• Microsoft Office / Word
  
• Client portals
  
• Electronic signature platforms
  

Requirements

• Previous experience in financial planning, wealth management, financial services administration or a similar environment
  
• Strong administration and organisational skills
  
• Excellent attention to detail
  
• Experience preparing financial services documentation is highly desirable
  
• Comfortable handling confidential client and financial information
  
• Strong written and verbal English communication
  
• Ability to manage multiple files, tasks and deadlines
  
• Strong Microsoft Word and Office skills
  
• Comfortable learning new systems
  
• Proactive, reliable and able to work independently in a remote environment
  
• Available to work full-time aligned to Western Australian business hours
  

Benefits

Benefits

• AUD $15–$20 per hour, based on experience
  
• Full-time, 40 hours per week
  
• Fully remote role based in South Africa
  
• Exposure to Australian financial planning and wealth management
  
• Work with modern digital systems and AI-supported document tools
  
• Opportunity to build specialist financial services administration experience
  
• Competitive pay based on experience