VirtualStaff365
B2B • SaaS • HR Tech
VirtualStaff365 is a Melbourne-based company specializing in virtual staff outsourcing solutions. They help Australian businesses save time and reduce staffing costs by providing professional and cost-effective offshore staffing solutions from the Philippines and South Africa. VirtualStaff365 offers a wide range of virtual assistant services, including customer service, data entry, graphic design, web and software development, and more. Their solutions enable businesses to increase operational efficiency and scale quickly while offering a no-risk guarantee.
Paraplanning, Compliance Support Administrator
Job not on LinkedIn
October 21
VirtualStaff365
B2B • SaaS • HR Tech
VirtualStaff365 is a Melbourne-based company specializing in virtual staff outsourcing solutions. They help Australian businesses save time and reduce staffing costs by providing professional and cost-effective offshore staffing solutions from the Philippines and South Africa. VirtualStaff365 offers a wide range of virtual assistant services, including customer service, data entry, graphic design, web and software development, and more. Their solutions enable businesses to increase operational efficiency and scale quickly while offering a no-risk guarantee.
📋 Description
• 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)
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