Virtual Client Assistant – Australian Based Business

About the Company

Count Financial Limited, a prominent Australian financial services company, empowers financial advisers to deliver exceptional client outcomes. With a rich history of supporting independent advice firms, Count is committed to fostering growth, innovation, and integrity within the financial planning sector. We provide robust platforms, resources, and a collaborative environment for professionals dedicated to helping Australians achieve their financial goals. Join a team where your contribution makes a real difference in people’s lives.

Job Description

We are seeking a highly organised and proactive Virtual Client Assistant to join our dynamic team, supporting an Australian-based business. This is a 100% remote position, offering the flexibility to work from anywhere within Australia while providing crucial administrative and client support. You will be instrumental in ensuring the smooth operation of daily tasks, client communication, and overall office efficiency for a financial advice practice within the Count Financial network. The ideal candidate will possess excellent communication skills, a keen eye for detail, and a strong commitment to delivering outstanding service. This role requires someone who can work autonomously, manage multiple priorities, and adapt quickly to changing needs in a fast-paced virtual environment.

Key Responsibilities

• Manage and maintain client records with accuracy and confidentiality.
• Schedule and coordinate client meetings, appointments, and follow-ups.
• Prepare client correspondence, reports, and presentations.
• Assist with onboarding new clients and managing client documentation.
• Handle incoming client inquiries via email and phone, providing timely and professional responses.
• Process administrative tasks, including data entry, filing, and document management.
• Support financial advisers with general administrative duties to enhance productivity.
• Liaise with internal and external stakeholders as required.
• Utilise various software and CRM systems to manage client interactions and data.
• Contribute to the continuous improvement of administrative processes.

Required Skills

• Proven experience as an administrative assistant, client service representative, or similar role.
• Exceptional organisational and time management skills.
• Strong verbal and written communication abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• High level of attention to detail and accuracy.
• Ability to work independently and as part of a virtual team.
• Strong problem-solving skills and initiative.
• Reliable internet connection and a dedicated home office setup.

Preferred Qualifications

• Prior experience working in the financial services industry, particularly in wealth management or financial planning.
• Familiarity with CRM software (e.g., Salesforce, XPLAN) and other industry-specific tools.
• Tertiary qualification in business administration or a related field.

Perks & Benefits

• 100% remote work flexibility, allowing for a healthy work-life balance.
• Competitive salary package.
• Opportunities for professional development and training.
• Supportive and collaborative virtual team environment.
• Access to a wide range of resources and industry insights.
• Contribution to a reputable Australian financial services brand.

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