Role
We are looking for a committed and qualified Estate Planning Support Executive to work directly with a leading Australian Financial Planning firm. The successful candidate will support estate planning processes, including client interactions and administrative tasks. This is a client-facing role that demands excellent communication skills, consistency, and reliability.
Responsibilities
Attend virtual meetings with clients of financial planning firms, following a script provided by the client.
Communicate clearly, professionally, and empathetically with clients during estate planning consultations.
Undergo comprehensive training on estate planning scripting and client software.
Assist in scheduling client appointments using tools such as Calendly.
Perform basic administrative tasks, including data entry for generating estate planning reports.
Maintain confidentiality and professionalism at all the times.
Training & Support
Full training on estate planning scripts and software will be provided by the client.
Ongoing guidance and support during the initial on boarding period.
Qualifications and Experience
0-3 years in a client-facing role or similar administrative role preferred.
BCOM, MCOM, MBA graduates are preferred
Key Skills
Communication: Exceptional spoken English; must be clearly understood over virtual meetings
Comfort with Scripts: Ability to confidently and consistently follow a provided script.
Tech Proficiency: Comfortable using online scheduling tools (like Calendly) and web-based software
Availability: Must be able to start immediately or within 2 weeks, with readiness to go live within 4 weeks post-training.