Client and Admin Support Officer

SATELLITE OFFICE: CLIENT AND ADMIN SUPPORT OFFICER

Work for our global clients and immerse in our rich and diverse company culture where you can thrive, grow and just be aweSOme! Apply now and discover the Satellite Office Candidate Experience – recognized as one of BEST among BPO companies worldwide.

WHAT WILL BE YOUR MAIN RESPONSIBILITIES?

Client Administration & Support

Manage the administration of the advice process from end to end, including uploading Statement of Advice (SoA) requests and submitting cases to product providers.

Request and follow up on documentation from clients and liaise with superannuation and pension providers in both Australia and the UK.

Respond to client emails and phone calls in a timely, professional, and friendly manner.

Track review dates and document expiry timelines, proactively reaching out to clients to coordinate meetings and obtain updated information.

Book client meetings and reviews, ensuring all relevant documentation is prepared ahead of time.

Maintain up-to-date client files and ensure compliance with regulatory and internal standards.

Adviser Support

Assist with meeting preparation, including compiling investment reports, updating fact finds, and gathering product information.

Support implementation of advice strategies by coordinating with platforms, providers, and compliance teams.

Help manage the adviser’s workflow and prioritise administrative tasks to ensure timely delivery of advice.

Operational & Business Growth Support

Identify and implement process improvements to increase efficiency and enhance client experience.

Support business development initiatives by assisting in the expansion of service offerings to existing clients.

Coordinate internal systems and processes to ensure scalable, compliant, and high-quality operations.

WHAT ARE WE LOOKING FOR?

Experience in a financial services administration or client service role, ideally within a financial planning or wealth management environment.

Strong organisational and multitasking skills, with a proven ability to manage deadlines and competing priorities.

Confident communicator with excellent interpersonal skills, both written and verbal.

High attention to detail and a commitment to delivering accurate, high-quality work.

Comfortable liaising with superannuation and pension providers, both in Australia and the UK.

Proficiency with CRM systems such as Xplan (preferred) and Microsoft Office Suite.

A proactive, self-starter attitude with a strong sense of accountability and client care.

Willingness to work hybrid on-site in Ortigas, Pasig City.

Industries:Outsourcing/Offshoring

Function: Admin and Back office