Financial Planning Assistant
3 days ago
Join Our Team at Index Wealth – Remote Roles (Philippines-based) Index Wealth is a financial planning firm in Australia, specialising in retirement planning services including superannuation and insurance. We have a dedicated full‑time support team in the Philippines, working closely with our financial advisers to process client files from start to finish. We are currently looking for new team members to join our growing offshore support team in the following roles: Research Specialist Key responsibilities: Processing Third Party Authority forms Conducting product research calls Gathering underwriting outcomes from providers Preparing Statement of Advice (SOA) packaging forms Assisting with ad‑hoc tasks as needed Client Services Officer Key responsibilities: Handling pre‑ and post‑implementation tasks Conducting follow‑ups related to implementations Managing the admin inbox and workflows Providing client communication and support Liaising with clients, insurers, and superannuation funds Coordinating with financial planners and the internal team Supporting with general administrative tasks HR Officer Key responsibilities: Recruitment support: scheduling interviews, preparing interview materials, and conducting initial screening and interviews. Onboarding coordination: supporting the onboarding process for new hires, preparing onboarding documentation, coordinating with different departments, and assisting with initial setup. Administrative support & data entry: managing files and records, preparing documents, and performing accurate and timely data entry tasks. IT equipment & access setup (advantageous): assisting with setting up equipment for new employees and implementing basic access restrictions to specific websites as required. To officially start your application and ensure your details are submitted directly to our hiring team, please complete the form at this link: #J-18808-Ljbffr
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Accounting Assistant
2 weeks ago
, Metro Manila, Philippines Wing Assistant Full timeOverview Position: Accounting Assistant (CPA) – Remote Company: Wing Assistant Location: Remote (preferred in Manila, National Capital Region, Philippines) Schedule: US work hours (20-40 hours per week) Base pay range This range is provided by Wing Assistant. Your actual pay will be based on your skills and experience — talk with your recruiter to learn...
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Financial Planning Analyst
3 days ago
, Metro Manila, Philippines Dewan Design Office Inc. Full timeAbout the Role The Financial Planning Analyst is responsible for planning, forecasting and analyzing activities that support the company's major business decisions and overall financial health. What you'll be doing Perform monthly detailed analysis on project and business performance and various KPIs including cost controlling, project break even, working...
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Financial Planning Assistant
4 weeks ago
, Pampanga, Philippines hammerjack Full timeOverview Join to apply for the Financial Planning Assistant role at hammerjack . Direct message the job poster from hammerjack. hammerjack is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. About Us At hammerjack, we bring together skilled professionals from the Philippines with...
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Financial Planning Assistant
13 hours ago
Manila, National Capital Region, Philippines Emapta Full time ₱250,000 - ₱500,000 per yearPlan the Future, Power the Present Bring clarity, order, and precision to the world of finance. Join a team that helps people secure their financial futures - and find a career that gives you stability, purpose, and the freedom to grow. This role offers international exposure and the chance to make an impact in the accounting and finance field while...
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Executive Assistant
2 weeks ago
, Metro Manila, Philippines Wing Assistant Full timePlease whitelist the domains "lever.co " and "hire.lever.co " with your email provider to make sure you get our emails. Disclaimer: This is a generic job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage. Please ensure you apply for the right job based on your location and...
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Financial Planning Assistant
4 weeks ago
, , Philippines Different Technologies Pty Ltd. Full timeOverview Role: Financial Planning Assistant Location: Hybrid - 2x a week Onsite in Angeles Pampanga Office About Us: At hammerjack, we are a professional services company that connects skilled professionals from the Philippines with businesses worldwide, leveraging expert operations and the latest technology to create connections that empower our community....
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Financial Planning and Analysis Manager
2 weeks ago
, Metro Manila, Philippines MicroSourcing Full timeDiscover your 100% YOU with MicroSourcing! Position: Financial Planning and Analysis Manager Location: Eastwood, Quezon City Work setup & shift: Hybrid | Day shift Why join MicroSourcing? Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time‑off with cash conversion, group life...
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Financial Planning and Analysis Manager
2 weeks ago
, Metro Manila, Philippines Century Pacific Food, Inc. Full timeJob Title: FP&A Manager – Corporate Planning Company: Century Pacific Food, Inc. (CPFI) Location: Ortigas, Pasig | Hybrid Work Setup Employment Type: Full-Time Key Responsibilities Lead the budgeting, forecasting, and long-range planning process across the organization. Perform in-depth financial analysis to support strategic initiatives, business reviews,...
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Manila, Philippines J-K Network Services Full timeThey are a consulting firm that aids in corporate success, develops strategies, and enables enterprises to thrive in times of constant change. Position: Financial Planning & Analysis - Assistant Manager Industry: Strategic Management Services Location: Malate, Manila Salary: Php 90,000 Work Schedule: Flexible Schedule (Monday-Friday) Work Set-up:...
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Financial Planning
3 weeks ago
, Metro Manila, Philippines We Connect HR Solutions OPC Full timeJob Summary: Focuses on forward-looking financial activities , such as budgeting, forecasting, and analysis, to support a company's strategic decisions. WHAT YOU'LL DO: FP&A professional's day-to-day work involves a mix of recurring tasks and special projects. Budgeting & Forecasting : Lead the company's budgeting process, working with different departments...
