Financial Advice Administrator (Wealth Management)

Are you excited by the opportunity to work alongside a close-knit, professional team that values personalized service, long-term client relationships and high-quality financial advice, while gaining valuable exposure to the Australian wealth management industry?

The Opportunity

Are you ready to take the next step in your Australian financial planning career? This is an opportunity to work closely with an Australian Principal Adviser, take ownership of essential advice administration and workflow processes, and further develop your expertise in the Australian wealth management industry.

Why join us?

• Proudly Great Place to Work® certified
• Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more
• Grow with stability: 100+ in our 10-Year Club by 2025
• Dynamic talent network: 2,000+ across APAC and beyond
• Competitive compensation with annual reviews
• Comprehensive medical care for you and your family
• Generous paid leave because work-life balance matters
• Level up with LinkedIn Learning and tailored training

Staff Testimonial

“Working in Accounts Receivable here has been a really positive experience. Most importantly, I feel trusted in my role and proud to be part of an organization that values teamwork, accountability, and professional growth.” - Accounts Receivable, ASW Philippines.

What You’ll Do

• Provide financial administration and operational support to the Principal Adviser across existing client accounts and business activities.
• Assist with preparing client-related documentation, including Letters of Engagement and other financial documents, using established templates and instructions.
• Support client administration and implementation processes, ensuring relevant information and records are accurately maintained.
• Retrieve, organise and update client and financial information from relevant providers and internal systems.
• Maintain workflow tasks, client records and operational documentation using platforms such as AdviserLogic and Monday.com.
• Assist with documenting internal procedures, maintaining process information and supporting ad hoc business improvement initiatives.

Key Criteria

• Minimum 3-5 years’ experience in financial administration, financial services, wealth management or a related administrative role.
• MUST have worked in a financial planning or wealth management processes.
• Strong administrative and organisational skills, with excellent attention to detail and a commitment to accuracy.
• Good written and verbal English communication skills.
• Proactive, accountable and adaptable, with the ability to manage responsibilities and follow through on assigned tasks.
• A positive attitude, willingness to learn and openness to feedback and training.

Work setup

• Manila (BGC, Taguig): Australian hours (6am - 3pm, Philippines local time) with full onsite commitment and transition to hybrid based on performance
• Kuala Lumpur (Mid Valley City) : Australian hours (6am till 3pm - Malaysia local time) with full onsite commitment and transition to hybrid based on performance
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