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Financial Planning Assistant

4 months ago

Metro Manila, Philippines JCC Asia Back Office Inc. Full time

IMPORTANT REMINDER:

Interviews conducted via ZOOM

APPLICANTS ARE REQUIRED TO GO TO OUR MAKATI OFFICE TO WORK. THIS IS NOT A WORK FORM HOME POSITION.

Overview:

Well respected and recognized Australian CompanyAbove industry average salary packagesPerformance based career development opportunities.Health and Dental benefitsProvision of 10-week on the job training and professional development to ensure your future success in career aspirations whilst receiving full remuneration.Supportive, friendly work environment and Organizational CulturePaid sick and vacation leave.Easily accessible central work location



Job Description:

Opportunities Await You Come join our vibrant and energetic team in a rapidly expanding company whose focus is building your success. We are currently seeking highly motivated Individuals who hold a strong desire to work in a supportive team and develop new skills within our fast-paced Australian owned and operated outsource financial planning business.

As a Financial Planning Assistant / Client Services Officer you will be fully trained to provide ongoing administrative support to various financial advisers while working remotely from the Makati Office. Our 10-week comprehensive training program will arm you with the required level of skills to perform the various administrative tasks, inclusive of but not limited to, conducting phone research and follow ups, insurance and investment comparisons, data entry on various forms and lodgment of applications.

The positions are full-time, regular hours, Monday to Friday, in a very spacious modern office right in the heart of Makati - close to local transport.



Key Duties and Responsibilities:

· Management of Fee Disclosure and opt-in obligations for ongoing advice clients and reviews

· Prepare client reports and Statements of Advice

· Arrange client appointments and collate files for reviews.

· Completion and submission of relevant forms

· Assist in gathering client information and preparing financial plans.

· Research and analyze financial products, including investments, insurance, and retirement plans.

· Prepare Strategy Papers / reports and presentations for clients and adviser.

· Preparing and review existing client positions.

· Maintain client files and ensure all information is up-to-date and accurate.

· Collaborate with adviser to ensure compliance with industry regulations.



Successful candidates must demonstrate the following key selection criteria:

· Bachelor's Degree or College Degree. Degree in appropriate financial / accounting field of study is advantageous but not essential.

· Willing and able to learn the use of industry specific software and operating systems.

· Willingness to undergo the company’s 10-week training program.

· Demonstrated previous knowledge of corporate professionalism as it relates to procedures, practices, and services inclusive of confidentiality.

· Proven performance in reporting skills and producing high-level and accurate reporting documents.

· Excellent English communication skills (verbal & written) with strong interpersonal skills.

· Excellent attention to detail, problem solving, and analytical skills.

· Ability to multi-task, manage time and the ability to prioritize tasks to meet deadlines.

· Ability to work independently in a team environment.

· Willingness to work within the Australian (Victorian) Public Holiday calendar.

· Comprehensive computer skills - familiarity with Microsoft Outlook, Microsoft Word, Microsoft Excel

· Proven performance in delivering high level work ethic.


Personal Qualifications:

Exceptional written and verbal communication skills with a collaborative and persuasive styleHigh level competency in Microsoft Word and ExcelStrong attention to detail and ability to multi-task in a fast-paced environmentHolding strong capacity to multitask, have an immense work ethic and attitude.You are a quick learner and like a role that offers diversity with direct client contact.Your core focus is to continue to advance your skill sets in a faced paced environment.You are career orientated and driven to attain success.Robust organizational skills and ability to prioritize.Ability to work autonomously and as part of a team.Capacity to always hold a positive and professional attitude.You hold a strong desire to learn and willingness to undergo the company’s 10-week training program to prepare skill sets required for this role.Willing to work around the Australian holiday CalendarCandidates living far distances (2 hrs or more travel time) from Makati will be required to relocate closer to the office.


Please Note: All applicants will undergo pre-selection testing as part of the recruitment process.