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

Philippines

Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Skills

Key technologies and capabilities for this role

Portfolio ManagementInvestmentsClient Portfolio ReportingSMSFXplan (advantageous)Attention to DetailMultitaskingProactive CommunicationCRM ToolsFee and Commission ReconciliationLiaising with Clients

Questions & Answers

Common questions about this position

Is this position remote or work-from-home?

Yes, this is a fully remote position with Work From Home (WFH) specified.

What are the key requirements and skills for this role?

Candidates need a Bachelor's Degree in Commerce or Financial, at least 3 years experience in Australian financial planning, portfolio management, and preparing client reports. Key skills include attention to detail, ability to multitask, and a proactive approach. Preferred experience includes SMSF and Xplan.

What benefits are offered for this position?

Benefits include Medical, Dental Coverage and Life insurance from day 1, Paid Vacation and Sick Leave, Competitive salary package and annual appraisal, Financial Assistance Program, Mandatory Government Benefits and 13th Month Pay, Regular Company Events, Work-Life Balance, and Career growth opportunities.

What is the company culture like?

ConnectOS is certified as a Great Place to Work and a top-rated Philippines employer, emphasizing work-life balance, regular company events, and career growth opportunities.

What experience makes a strong candidate for this role?

Strong candidates will have at least 3 years in Australian financial planning, portfolio management experience, and report preparation skills, with preferred SMSF and Xplan experience, plus a proactive, detail-oriented, and multitasking ability.

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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