ConnectOS
ConnectOS is a leading provider of offshore talent for organisations in Australia, New Zealand, the US, Canada and the UK. For over a decade, we’ve been supporting our global clients with premium resourcing and productivity solutions.ConnectOS is one of the fastest-growing offshoring companies in the world. Founded by our Australian CEO, we help companies across a range of industries activate their capability strategies and optimise their business operations with smarter ways to solve resourcing challenges. Our vibrant, modern work environments achieve high levels of employee engagement: happy, healthy, committed people who love what they do. ConnectOS Team HQ is located at Mega Tower, EDSA in the heart of Manila, Philippines. Our Client Support HQ is based in Melbourne, Australia.
1001 - 5000 employees
Portfolio Admin Officer - AU Financial, WFH
March 18
ConnectOS
ConnectOS is a leading provider of offshore talent for organisations in Australia, New Zealand, the US, Canada and the UK. For over a decade, we’ve been supporting our global clients with premium resourcing and productivity solutions.ConnectOS is one of the fastest-growing offshoring companies in the world. Founded by our Australian CEO, we help companies across a range of industries activate their capability strategies and optimise their business operations with smarter ways to solve resourcing challenges. Our vibrant, modern work environments achieve high levels of employee engagement: happy, healthy, committed people who love what they do. ConnectOS Team HQ is located at Mega Tower, EDSA in the heart of Manila, Philippines. Our Client Support HQ is based in Melbourne, Australia.
1001 - 5000 employees
📋 Description
• Schedule: Monday – Friday (06:00 AM - 03:00 PM Manila Time) • Monitor client investment portfolios to ensure they remain in line with recommended asset allocation • Prepare recommendations for the adviser on any changes needed and prepare records of advice • Prepare Quarterly/Annual client performance reports • Prepare SMSF Investment Strategies • Liaising with product providers and investment platforms • Update and maintain the client Work in Progress log/CRM tool • Reconcile fees and commissions • Liaise with client for any administration support
🎯 Requirements
• Bachelor's Degree holder of any related course in Commerce or Financial • At least 3 years previous experience working in Australian financial planning • Experience with portfolio management /investments. Preparation of client portfolio report • SMSF Experience preferrable • Xplan experience advantageous • Attention to detail and multitask • Proactive
🏖️ Benefits
• WFH • Medical, Dental Coverage and Life insurance from day 1 of employment • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion) • Competitive salary package and annual appraisal • Financial Assistance Program • Mandatory Government Benefits and 13th Month Pay • Regular Company Events, Work Life Balance, and Career growth opportunities
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