Hi, I’m Iny, a Financial Planning Assistant and Client Services Administrator with hands-on experience supporting Australian financial advisers with administrative and client service tasks.
In my current role, I assist advisers by preparing meeting packs, organizing client information, updating Xplan CRM records, and coordinating with providers to support financial advice implementation. I am experienced in handling SOA preparation support, portfolio reports, provider follow-ups, and client documentation.
I am detail-oriented and organized, and I make sure tasks are completed accurately and on time. I am comfortable working with deadlines, managing multiple requests, and supporting advisers behind the scenes so they can focus on clients.
I also have customer service experience handling email and chat support, which helped me develop strong communication and problem-solving skills.
Here are the tasks I can help with:
• Financial Planning Administration
• SOA / ROA / NCROA support
• Meeting pack preparation
• Client portfolio reports
• Xplan CRM updates and management
• Provider follow-ups (superannuation and insurance)
• Implementation support
• Third Party Authority processing
• Client appointment coordination
• Email support and follow-ups
• Data entry and record checking
• Document preparation and file organization
Tools I Use:
• Xplan CRM
• ClickUp
• Google Workspace
• Microsoft Office
•Copilot
•Xero
Verified
