Virtual Agency (Administration Services) Manager

Virtual Agency (Administration Services) Manager

Wealth Axis




What are we looking for?

We are looking for an enthusiastic and hands-on leader to take responsibility for our offshore staff. As an integral part of our management team, you would enjoy supervising remote workers and motivating them to exceed expectations. The role would be the essential bridge between our valued clients and our talent pool, ensuring all deliverables are timely and of consistently high quality.

Some of our key expectations in how you would run your team are:

Daily "stand-up" meetings
Providing continuous guidance and training
Organising and allocating workflow
Clearly identifying what the client wants
Comfortable providing direct feedback
Encouraging staff with both the "carrot and stick"
Evaluating staff performance
Monitoring time-management and billable hours
As a key liaison for our clients, you will definitely need to be a "people-person" from the start. So if you have a passion for helping people, are hard-working and process-driven then this may just be the career you have always wanted.


Who are we?

Wealth Axis is a premier provider of outsourced solutions for financial advisory businesses. We specialise in the development and implementation of "best-practice" processes and procedures for dealer groups, practices, and financial advisers. Our core offerings include:

Consultancy on Process Design & Technology
CRM/XPLAN Customisation & Site Administration
Revenue Management & Reporting
Advice Creation (Paraplanning) & Quality Assurance
Virtual Administration Agents
Business Intelligence & Data Analytics
Ongoing Support Services for the above.
As expert problem solvers we are in demand and growing fast. With our current team of over 20 people, we are structured as a network organisation, with staff working from many different locations around Australia and the world. Our success is driven by our advocacy of technology, the technical competence of our team, and the strong relationships we foster with our clients.


Must Haves

To be successful you will have plenty of experience using XPLAN, the current market leader in financial planning software. Ideally, you will have experience with some of the advice modelling modules (XTOOLS, Wealth Solver, IPS) but must be absolutely proficient in navigating client files and user workflow. We would also expect you to upskill your team regularly and be able to troubleshoot user issues.

The basic criteria that must be met, which you will be tested on, are:

Know the Financial Planning Process inside-out
Able to read and understand Statements of Advice
Can prepare clear and concise documentation
Clearly demonstrate technical and financial modelling skills
Be comfortable and capable of communicating orally and in writing
Able to provide constructive, clear feedback
Be a willing participant in continuous learning
Take personal accountability for your team in delivering timely, accurate and high-quality outcomes
Working cohesively with your peers and external stakeholders
Have a tertiary or post-graduate degree, or a diploma certification, that qualifies you in Financial Planning
Know your way around Microsoft Excel and Microsoft Word, and love it
Broadly understand superannuation, retirement income streams, investments, insurance, taxation, social security and estate planning...
...and most importantly:

Pride in your work
Passion for continuous improvement
A good attitude!