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The role involves managing end-to-end client onboarding, including document collection and meeting coordination, while driving implementation tasks like account setup and insurance paperwork. You will also provide SMSF implementation support and maintain accurate, audit-ready client files.
This is a remote position.
Senior Financial Planning Assistant
Role Summary
Required Experience (Must-Have)
While this is a work-from-home position, it is important to note that this is a full-time role—not a freelance or flexible-hour arrangement. You will be expected to work a fixed shift and maintain a high level of professionalism and accountability, just as you would in an office environment.
✅ This role requires:
⏱ Payroll is processed bi-monthly.
We’re looking for someone who values structure, is dependable, and thrives in a role that provides consistency and clarity. If you’re seeking stability and a team that appreciates reliability, we’d love to hear from you.
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