Corporate Communications Manager

Job Specification:

Administering Xplan IPS data-feeds, template, etc

Invoicing

Client queries

Co-ordinating Portfolio reconciliation and reporting

IPS Portfolio creation and administering online client access

Xplan Thread & Task templating

Overdue debtors follow-ups

Review meeting summary notation and action item task management

Obtaining information for Insurance Quotes, administering/updating existing insurance policies in Xplan

Job Duties:

Administering Xplan

- Adding & Maintaining Data-feeds

Portfolio Mailouts

- Reconciling Xplan IPS portfolio s

- Monthly / Quarterly / Half Yearly portfolio mail-outs

Portfolio Mailouts

- Reconciling Xplan IPS portfolio s

- Monthly / Quarterly / Half Yearly portfolio mail-outs

Review Meeting Summaries

- Review Meeting summary audio notation

- Generating Action item task generation and management

- Fact Find update and follow up

Invoicing

- Management Fee/ SOA Fees

- Payment receipting and reconciliation

- Allocating Commission payments

- Management Reporting via Xplan

Insurance

- Obtain information for Para-planner

- Input and manage existing / new policies in Xplan

Miscellaneous

- General Admin back-up

Qualifications:
Bachelor s degree in any related field

Must have at least 2 years of related work experience in admin and data entry

Australian and financial planning industry experience is an advantage

Proficient with O365 suite

Highly detail-oriented and organized

Strong communication skills both written and verbal.

Requirements

Must have at least 2 years of related work experience in admin and data entry

Australian and financial planning industry experience is an advantage

Proficient with O365 suite

Highly detail-oriented and organized

Strong communication skills both written and verbal.