Info & Research

- Data Entry

- Portfolio/Fund Manager Performance Reports

- SOA Requests

- Input client details into CRM

- Transcribe File Notes

- Fact Find Summary

- Research clients existing super funds

- Prepare super fund summary

- Prepare research reports (eg. Chant West)

- Research client existing investments

- Lost Super Search

Preparing Quotes

- Research clients existing insurance

- Insurance company quotes

- Insurance quotes through super

- Product Disclosure Statements

- Prepare information required for the SOA

Paperwork & Lodgements

- Prepare switch forms

- Prepare SMSF forms

- Prepare application forms (super/investment/pension/insurance)

- Prepare insurance cancellation forms

- Prepare & submit change of adviser forms

- Update lodgement register

- Follow up super rollovers via email

- Prepare bulk transfer forms

- Lodge insurance application forms

- Prepare Centrelink forms

- Book tele underwriting for client

- Follow up underwriting requirements

- Completion letters

- Prepare Annual Review Reports

- Prepare Executive Summary SOA

- Company registrations

Ad Hoc

- Schedule reviews

- Change of address

- Withdrawal requests

- FDS

- Opt Ins

- Commission Tracking

- General email inquiries

- Portfolio cash on hand analysis

- Record monthly revenue & invoicing

- Send newsletters

- Appointment management