Associate – Financial Planning Administration

Job description
Associate – Financial Planning Administration

Location: Sri Lanka | Full-Time | Immediate Requirement

Astute Business Partners is a dynamic and rapidly growing Sri Lankan KPO firm specializing in high-quality financial planning support services for Australian financial advisers. We are looking for a motivated and detail-oriented professional to join our team immediately and contribute to streamlining business processes for our valued clients.

Key Responsibilities:
• Provide business and product administration support, ensuring seamless client review management.
• Efficiently organize and triage incoming emails and other communication channels.
• Manage the financial adviser’s schedule in alignment with strategic priorities.
• Prepare and organize meeting notes, minutes, and other essential company documents.
• Communicate with internal and external stakeholders on behalf of financial advisers.
• Identify and implement opportunities for process improvements.
• Take ownership of special projects as required.

Who We’re Looking For:
• 1-2 years of experience in financial planning administration in the Australian Financial Planning industry.
• A degree in business administration, finance, or a related field is an added advantage.
• Strong verbal and written communication skills in English.
• Highly organized, proactive, and capable of working in a fast-paced environment.
• Proficiency in Microsoft Office, email management, virtual meetings, and professional telephone communication.
• Ability to handle multiple tasks efficiently while maintaining accuracy and attention to detail.
• A quick learner with a problem-solving mindset and a drive for continuous improvement.

Why Join Us?
• Be part of a rapidly growing company with career growth opportunities.
• Work in a professional, collaborative, and supportive environment.
• Gain international exposure by working with Australian financial advisers.
• Competitive salary and benefits.