Smart Outsourcing Solution
HR & Client Services Coordinator – Australian Financial Services Work Setup: Remote – Philippines Employment Type: Full-Time About The Role We are looking for a proactive, organized, and people-oriented HR & Client Services Coordinator to join our growing team. This role combines Human Resources, Recruitment, Client Services, and Business Support , with the majority of the role focused on HR and recruitment. The ideal candidate should have experience or knowledge in the financial services industry , particularly Australian financial planning processes, policies, and client administration . You will work closely with the HR team, Sales Manager, and Management to support recruitment, employee onboarding, client onboarding, and business operations. Key Responsibilities Human Resources & Recruitment Coordinate end-to-end recruitment activities. Source, screen, and shortlist qualified candidates. Schedule and coordinate interviews. Communicate with candidates throughout the recruitment process. Prepare employment contracts, HR documents, and onboarding paperwork. Coordinate employee onboarding and offboarding. Maintain accurate employee records and HR documentation. Support probation reviews and employee engagement initiatives. Assist with HR policies, procedures, and internal communications. Liaise with recruitment partners and referral sources. Client Services & Business Support Support the Sales Manager with client communications and administrative coordination. Assist with client meetings, scheduling, follow-ups, and action items. Coordinate onboarding for new clients and ensure required documentation is complete and accurate. Liaise with clients throughout the onboarding process. Prepare client documents, reports, presentations, and meeting materials. Maintain accurate and up-to-date client records. Support business development and client service initiatives. Assist with financial services-related administrative processes and workflows. Operations & Administration Provide general administrative support across the business. Coordinate meetings, schedules, and travel arrangements when required. Assist with internal operational activities. Support ad hoc projects assigned by Management. Qualifications & Experience Required: Experience in HR, Recruitment, Talent Acquisition, Client Services, Administration, or a similar role . Knowledge or experience in the financial services industry. Understanding of financial planning processes, policies, client service procedures, and administrative workflows . Excellent written and verbal English communication skills. Strong organizational and time management skills. High attention to detail and strong problem-solving skills. Confident communicating with candidates, employees, clients, and internal stakeholders. Proficient in Microsoft Office. Ability to work independently, manage multiple priorities, and meet deadlines. Highly Preferred: Experience supporting Australian financial services or financial planning businesses . Previous experience working with Australian financial advisers or financial planning firms . Knowledge of Australian financial planning terminology, processes, and client administration. Experience in both HR/recruitment and financial services client coordination . Experience with financial planning systems or platforms is an advantage. What We’re Looking For We are looking for someone who is: People-oriented and passionate about HR and recruitment Knowledgeable about the financial services industry Familiar with financial planning policies, processes, and client administration Confident dealing with Australian clients and business stakeholders Highly organized, proactive, and detail-oriented Adaptable and comfortable in a fast-paced environment Professional, reliable, and solution-focused Able to take ownership and work independently Compensation & Benefits Competitive salary – negotiable based on experience and qualifications 13th Month Bonus 14th Month Bonus – Performance Based Fully Remote Work Setup Supportive and collaborative team environment Exposure to Australian financial services and business operations Career development opportunities across HR, recruitment, client services, and operations Flexible and dynamic working environment IMPORTANT This is not a general HR or recruitment position . Candidates should have a good understanding of the financial services industry , particularly financial planning processes, policies, procedures, and client administration . Experience supporting Australian financial services or financial planning businesses will be strongly considered. Pay: Php50,000.00 - Php75,000.00 per month Work Location: Remote
Smart Outsourcing Solution
