Junior Paraplanner & Administrative Assistant (AU Financial Industry, WFH)

Philippines

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A$30,000 – A$42,000Compensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Candidates must possess a Bachelor’s degree in a relevant field and have at least 1-2 years of experience in financial services, administration, or paraplanning support. Proficiency in Microsoft Office (Word, Excel, Outlook) is required, with exposure to Xplan or CRM platforms being advantageous. Candidates should also have RG146 or a Diploma of Financial Planning, and familiarity with software proficiency is considered a plus.

Responsibilities

This role involves client administration and support, including managing onboarding documentation, providing professional communication with clients, assisting with report preparation, and supporting the creation of Statements of Advice and Recommendation Reports. The Junior Paraplanner will also conduct preliminary strategy research, run insurance quotes, liaise with providers, support modelling of client scenarios, maintain CRM systems, assist with operational support, and proactively participate in team meetings and process improvement initiatives.

Skills

Microsoft Office

Xplan

CRM platforms

KYC

Fact finds

Client communication

Report preparation

Paraplanning support

Insurance quotes

Scenario modelling

CRM systems

Workflow tracking

Document formatting

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

San Francisco, CaliforniaHeadquarters

2020Year Founded

$33.7MTotal Funding

SERIES_BCompany Stage

Consumer Software, AI & Machine Learning, Consumer GoodsIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Flexible Work Hours

Remote Work Options

Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.

Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.

Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.

The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.

Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.

The platform's AI-driven personalization boosts conversion rates and customer satisfaction.

Connectly.ai's multilingual support enhances global customer engagement and market reach.

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