More jobs:
Remote SMSF & Financial Planning Admin
Remote / Online - Candidates ideally in
Leavenworth, Leavenworth County, Kansas, 66048, USA
Listed on 2026-08-23
Leavenworth, Leavenworth County, Kansas, 66048, USA
Listing for:
DBA Advisory
Remote/Work from Home
position Listed on 2026-08-23
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
DBA Advisory in the United States is seeking a Financial Planning Administration Assistant to support Financial Advisers and Paraplanners by preparing SMSF documents for Australian clients and handling administrative tasks.
The role requires knowledge of regulatory and compliance requirements, experience with XPLAN preferred, and strong Microsoft Office and CRM skills. You will liaise with the license holder Sentry and ensure accuracy, confidentiality, and timely processing.
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