[Remote] Portfolio Admin Officer (AU Financial, WFH) at Connectly

Philippines

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Candidates must hold a Bachelor's degree in a related field such as Commerce or Finance, and possess at least three years of prior experience in Australian financial planning. Experience with portfolio management and investments is required, as is familiarity with SMSF investment strategies. Xplan experience is considered advantageous, and attention to detail and multitasking skills are essential.

Responsibilities

The Portfolio Admin Officer will monitor client investment portfolios to ensure alignment with recommended asset allocations, prepare recommendations for advisers regarding portfolio adjustments, and maintain accurate records of advice. They will also be responsible for preparing quarterly and annual client performance reports, developing SMSF investment strategies, liaising with product providers and investment platforms, updating client records in a Work in Progress log/CRM tool, reconciling fees and commissions, and providing administrative support to clients.

Skills

Portfolio Management

Investments

Client Portfolio Reporting

SMSF

Xplan (advantageous)

Attention to Detail

Multitasking

Proactive Communication

CRM Tools

Fee and Commission Reconciliation

Liaising with Clients

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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