Financial Planning Administrator - Remote Work from Bali (Full-Time)

Join BASE Global Solutions as a Financial Planning Administrator and play a pivotal role in supporting financial planners with administrative and client service tasks. This fully remote position allows you to work from the stunning locations of Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, and Badung, while contributing to the success of our financial planning services.

As a Financial Planning Administrator, you will be responsible for managing client portfolios, preparing financial reports, and providing exceptional client service. You will work closely with our team of financial planners to ensure that our clients receive the highest level of service and support.

BASE Global Solutions is a leading financial planning firm dedicated to helping our clients achieve their financial goals. We offer a collaborative and supportive work environment, with opportunities for professional growth and development.

📋 Tanggung Jawab Pekerjaan

• Manage client portfolios and ensure accurate record-keeping using QuickBooks and other financial software.
• Prepare and analyze financial reports, including cash flow statements, balance sheets, and income statements.
• Provide exceptional client service by responding to client inquiries and addressing their financial needs.
• Assist financial planners with administrative tasks, such as scheduling appointments and preparing presentations.
• Maintain accurate and up-to-date client records, including contact information, financial goals, and investment preferences.
• Collaborate with the marketing team to develop and implement client communication strategies.
• Stay current with industry trends and best practices in financial planning.
• Participate in team meetings and contribute to the development of financial planning strategies.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Minimum of 2-3 years of experience in financial planning, accounting, or a related administrative role.
• Proficient in using QuickBooks, Microsoft Office Suite, and other financial software.
• Strong organizational and time-management skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Familiarity with financial planning standards and regulations.
• Ability to travel to client meetings as needed.

🛠️ Keahlian

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