Overview
Administrative Assistant – Financial Services (AU Finance, WFH) Jobs in Philippines at ConnectOS
Title: Administrative Assistant – Financial Services (AU Finance, WFH)
Company: ConnectOS
Location: Philippines
Salary: 35,000-50,000
Working Setup: WFH
Schedule: 6:30-3:30PM PHT
What are we looking for?
- This role is an all-rounder administrative position focused on supporting a financial planning business with strong emphasis on CRM management, document handling, and maintaining accurate and audit ready client files.
- We are looking for someone with strong foundational administrative skills who can be trained and developed over time into more complex responsibilities.
- This role will be directly managed and trained by our team, so we are prioritizing attitude, attention to detail, and consistency over technical experience.
Skills Required:
- Attention to Detail: A non-negotiable commitment to 100% accuracy in data entry and document naming; you naturally catch errors that others miss.
- Process Discipline: The ability to strictly follow Standard Operating Procedures (SOPs) and maintain a "pixel-perfect" digital filing system.
- Professional Communication: Strong written English skills with the ability to provide clear, concise daily progress updates.
- Technical Literacy: Proficiency in Microsoft 365 (specifically SharePoint) and a strong willingness to master complex CRM logic.
- Self-Direction: A reliable work ethic with the ability to manage a daily workload and flag blockers proactively without being prompted.
Nice to Have:
- Previous experience in the Australian Financial Services industry (Financial Planning or Mortgage Broking).
- Hands-on experience using Xplan or MyCRM.
- Experience with SharePoint architecture and document version control.
- Familiarity with AU compliance standards or supporting Australian-based clients.
What will you do?
You Will Be Directly Managed By The Onshore Team To Ensure The Administrative And Compliance Side Of The Business Is Seamless And Audit-ready
- CRM & Data Ownership: Maintain and update client records across Xplan and MyCRM, including the high-accuracy entry of Fact Finds, assets, and liabilities.
- Document Management: Rename, organize, and archive client documents into SharePoint, ensuring all folders follow a strict and consistent structure.
- Compliance & File Prep: Conduct regular checks of client files against internal requirements to identify and flag any missing or inconsistent information.
- Administrative Support: Assist with inbox organization and basic email drafting to ensure smooth communication with stakeholders.
- Daily Reporting: Provide a mandatory end-of-day activity snapshot via Slack to ensure transparency and accountability.
- Secondary Support: Provide backup assistance for the mortgage broking function, including basic lender follow-ups and document uploads when needed.
Join the awesome team and enjoy these benefits & perks:
- Fulltime, WFH role
- Medical, Dental Coverage and Life insurance from day 1 of employment with 1 HMO dependent
- 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
- Complimentary Sleeping Quarters, Coffee at no cost
- Complimentary Office Fitness and Wellness Facilities at no cost
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila — the Mega Tower, EDSA
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice. We're a leading provider of offshore talent for organizations worldwide and one of the fastest-growing offshoring companies in the world. With over a decade of experience, we specialize in premium resourcing and productivity solutions. in the world. Founded by our Australian CEO, we help companies across industries overcome resourcing challenges with innovative strategies.
#ConnectOSCareers #JoinConnectOS #ConnectOSRecruitment
Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes data it processes.
