Description:
How you'll role
A meticulous master of detail, this Finance Administrator will be the analytical engine behind two busy financial advisors. They’ll juggle client data, run projections, build plans, and communicate insights; all while staying cool under pressure. Equal parts financial nerd and admin ninja, they’ll keep everything running smoothly in the background (with a calculator in one hand and a client call in the other).
What you'll do
- Consolidate, review and summarise client portfolios (local and offshore)
- Identify capital and income gaps in life, disability, dread disease, and retirement planning
- Crunch the numbers: income projections, investment returns, sustainability models, and tax implications
- Build and compare investment proposals across multiple funds and platforms
- Present insights visually using performance graphs, asset allocations, and risk metrics
- Structure appropriate investment vehicles aligned to each client’s goals
- Prepare compliant and compelling documentation for advisor sign-off
- Liaise with clients for administrative needs and ensure all queries are handled with empathy and efficiency
- Support two advisors with seamless back-office execution and time-saving wizardry
Requirements:
How you'll role
A meticulous master of detail, this Finance Administrator will be the analytical engine behind two busy financial advisors. They’ll juggle client data, run projections, build plans, and communicate insights; all while staying cool under pressure. Equal parts financial nerd and admin ninja, they’ll keep everything running smoothly in the background (with a calculator in one hand and a client call in the other).
What you'll do
- Consolidate, review and summarise client portfolios (local and offshore)
- Identify capital and income gaps in life, disability, dread disease, and retirement planning
- Crunch the numbers: income projections, investment returns, sustainability models, and tax implications
- Build and compare investment proposals across multiple funds and platforms
- Present insights visually using performance graphs, asset allocations, and risk metrics
- Structure appropriate investment vehicles aligned to each client’s goals
- Prepare compliant and compelling documentation for advisor sign-off
- Liaise with clients for administrative needs and ensure all queries are handled with empathy and efficiency
- Support two advisors with seamless back-office execution and time-saving wizardry
- Consolidate, review and summarise client portfolios (local and offshore)
- Identify capital and income gaps in life, disability, dread disease, and retirement planning
- Crunch the numbers: income projections, investment returns, sustainability models, and tax implications
- Build and compare investment proposals across multiple funds and platforms
- Present insights visually using performance graphs, asset allocations, and risk metrics
- Structure appropriate investment vehicles aligned to each client’s goals
- Prepare compliant and compelling documentation for advisor sign-off
- Liaise with clients for administrative needs and ensure all queries are handled with empathy and efficiency
- Support two advisors with seamless back-office execution and time-saving wizardry
- Administrator: 1 to 2 years
- Investment Planning: 1 to 2 years
- Financial Assistant: 1 to 2 years
- Client Communication: 1 to 2 years
What you'll need
- Strong administrative and multitasking skills
- RE5 and/or CFP? Even better, but we’re open to fast learners
- Demonstrated ability to work with financial tools, models, and spreadsheets
- Comfortable with complex client communication, ideally via email and phone
- A sharp mind for analysis, a calm manner under pressure, and a real passion for planning
- Strong administrative and multitasking skills
- RE5 and/or CFP? Even better, but we’re open to fast learners
- Demonstrated ability to work with financial tools, models, and spreadsheets
- Comfortable with complex client communication, ideally via email and phone
- A sharp mind for analysis, a calm manner under pressure, and a real passion for planning
What you'll need
- Strong administrative and multitasking skills
- RE5 and/or CFP? Even better, but we’re open to fast learners
- Demonstrated ability to work with financial tools, models, and spreadsheets
- Comfortable with complex client communication, ideally via email and phone
- A sharp mind for analysis, a calm manner under pressure, and a real passion for planning