Administrative Assistant

An Administrative Assistant is responsible for supporting Paraplanners and Financial Advisers in the delivery of services to clients. This role will be part of the Wealth Management division and will be in charge of producing Portfolio Reviews and documents for assessment in preparation for client meetings with the use of financial planning software program. The person for this role must have high attention to detail, excellent organisational and time management skills, and must be resilient and enthusiastic when handling difficult or challenging tasks.

• Producing Portfolio Reviews and documents for assessment in preparation for client meetings with the use of financial planning software program (specifically, XPlan). This will involve:
  • Inputting data provided by a manager in the financial planning software
  • Reviewing the data in the financial planning software to ensure it is accurate
  • Generating and compiling reports from the financial planning software
  • Using the financial planning software to prepare other documents
  • Up to an average of 60 portfolio reviews per month (will vary between months)
• Assisting in administration tasks for client meetings and on an ongoing basis (e.g. account applications)
• Managing data in a financial planning software, including:
  • Setting up new clients and related information into the software
  • Updating investment information in the financial planning software on a regular basis
• Responding to deadlines delegated by senior team members
• Discussing delays with senior team members as soon as they become apparent
• Producing high quality documents that are accurate across spelling, grammar, formatting and data through careful review of one’s own work

• Bachelor’s degree in Finance, Commerce, Business or Accounting
• Intermediate skill level using Microsoft Office software including Word, Excel and Outlook
• Preferred experience with Financial Planning Software, namely XPlan, but not a strict requirement
• Preferred experience of practical work in the industry of 1-2 years, but not a strict requirement
• Preferred experience working with Australian clients, but not a strict requirement
• Preferred experience or knowledge in software coding
• The person must have high attention to detail, excellent organisational and time management skills with the ability to juggle multiple deadlines, and must have interest in and aptitude of learning how to use new software / technologies
• This person must have excellent written and oral communication skills
• This person must be highly engaged, focused, and data driven, and must be approachable and professional
• Must be willing to work in Bonifacio Global City, Taguig City, in the morning shift

We are HGS Offshore Staffing Solutions, a premier global partner in building offshore teams in the Philippines, with over 1,500 professionals across Metro Manila and Cebu.

Our goal is to ignite global potential by connecting exceptional talent with companies worldwide. We are committed to propelling your career forward by providing opportunities for growth, where your expertise can flourish in any field. Here, you'll have access to global industries, continuous training opportunities, and a culture where your voice always matters.

At HGS, we go beyond recruiting talented individuals, we cultivate a vibrant community. You'll be able to grow alongside your peers through professional development opportunities at your fingertips and connect with teammates during exciting company events. Our monthly huddles keep you connected with your team and colleagues. We also foster a dynamic community with our charity initiatives, reminding us that our careers can make a real difference. Whether you work remotely or side-by-side, you are always part of the team at HGS.