VirtualStaff365

Paraplanning, Compliance Support Administrator

VirtualStaff365

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇵🇭 Philippines

Visit company website
✨ AI Apply
Apply

Job Level

JuniorMid-Level

About the role

  • Accurately enter client information into IRESS/XPlan and company templates.
  • Complete financial modelling as directed using IRESS/XPlan.
  • Prepare Statements of Advice (SOA), Records of Advice (ROA), and related documents following compliance guidelines.
  • Review and check documentation for completeness, consistency, and adherence to compliance standards.
  • Liaise with internal teams to clarify missing data or inconsistencies.
  • Maintain confidentiality and integrity of all client records.
  • Generate, name, and store digital files in accordance with company policy.
  • Support reporting, audit preparation, and document organisation.

Requirements

  • 2+ years in administrative, paraplanning, or compliance support roles, preferably within financial services.
  • Familiarity with IRESS/XPlan or similar financial modelling tools (Intermediate level).
  • Strong written and verbal communication skills in English.
  • Understanding of compliance and documentation requirements in financial services.
  • Intermediate proficiency in Microsoft Office and Google Workspace.
  • Highly organised with attention to detail and ability to prioritise multiple tasks.
  • Professional, diligent, and consistent, with a strong sense of responsibility for data accuracy.
Benefits
  • Permanent remote work arrangement
  • Australian Company with a fantastic company culture
  • Day shift (Australian Business Hours)
  • Annual leave
  • HMO
  • Christmas Bonus equivalent to 1 month's wage (pro-rata)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial modellingcompliance documentationdata entrydocument reviewreportingaudit preparationattention to detaildata accuracy
Soft skills
strong written communicationstrong verbal communicationhighly organisedability to prioritise tasksprofessionalismdiligenceresponsibility