Team Administrator
3 weeks ago
Overview
Are you a detail-oriented administrator looking for a new challenge? Can you maintain accurate client data in Fin365, set up new prospect clients, and prepare executive summaries?
If your answer is yes, then WE WANT YOU
We are looking for a Team Administrator who will help our team provide excellent service to our partners.
Responsibilities- Manage accurate client data in Fin365, ensuring all private wealth and insurance details are up to date and correcting any discrepancies.
- Facilitate client onboarding process by setting up new prospects in Fin365.
- Support client review meetings by preparing concise financial summaries and generating required documents.
- Generate and process forms for ongoing adviser fees, policy cancellations, and replacements.
- Analyze advice documents to produce the necessary forms for implementing recommended strategies.
- Assist with tax packs for Self-Managed Superannuation Funds (SMSFs) and coordinate their delivery to the client’s accountant.
- Verify policy information by contacting insurance product providers and requesting policy rundowns for clients.
- Ensure the correct settlement of asset trades and draft confirmation emails for clients.
- Maintain and update Fin365 following client meetings and manage the admin team inbox, activating workflows as needed.
- Identify and suggest process improvements to enhance team efficiency and assist with special projects and ad-hoc requests.
- Bachelor’s degree in Accountancy, Financial Management, Business, Banking and Finance, and Economics or any equivalent.
- Proficient in Microsoft Office Suite (Word, Excel) with the ability to learn new financial software quickly.
- Exceptional attention to detail and strong analytical skills.
- Proven ability to work independently and manage meet deadlines during busy season.
- Excellent communication skills (written and verbal) and strong interpersonal abilities.
- A proactive mindset with a focus on process improvement.
- Prior knowledge of financial products, providers, or platforms is highly advantageous.
- Willingness to be assigned to Subic, Clark, Tarlac, Bataan, or Iba, Zambales.
Apply Now
#J-18808-Ljbffr-
Team Administrator
6 days ago
San Jose del Monte, Central Luzon, Philippines DBA Advisory Full time ₱300,000 - ₱600,000 per yearAre you a detail-oriented administrator looking for a new challenge? Can you maintain accurate client data in Fin365, set up new prospect clients, and prepare executive summaries?If your answer is yes, thenWE WANT YOUWe are looking for an AI Engineer who'll be at the forefront of designing and deploying AI-powered solutions that improve both our internal...
-
Administrative Assistant
3 weeks ago
San Jose, Philippines SERVPRO of NE San Jose Full timeSERVPRO of NE San Jose Administrative Assistant Do you love helping people through difficult situations? Then, don’t miss your chance to join our Franchise as a new Administrative Assistant. In this position, you will be making a difference each and every day. We have a sincere drive towards the goal of helping make fire and water damage “Like it never...
-
Restoration Project Administrator
3 weeks ago
San Jose, Philippines SERVPRO of NE San Jose Full timeRestoration Project Administrator San Jose Restoration Project Administrator SERVPRO of NE San Jose Restoration Project Administrator Do you love helping people through difficult situations? Then, don’t miss your chance to join our Franchise as a new Restoration Project Coordinator. In this position you will be making a difference each and every day. We...
-
Law Firm Operations Manager
5 days ago
San Jose, Philippines WizeHire, Inc Full timeEdgar Law Group, LLP seeks an experienced Operations Manager to lead the firm’s internal operations and elevate the consistency, professionalism, and effectiveness of our day-to-day business functions.This is a strategic leadership role for a proactive problem-solver who thrives in environments where structure, accountability, and efficiency are essential...
-
Tax Attorney
2 weeks ago
San Jose, Philippines WizeHire, Inc Full timeEdgar Law Group, LLP — a respected tax law firm in San Jose — is seeking an accomplished Tax Attorney to join our growing team. This is a unique opportunity to lead sophisticated federal and state controversy matters for high-net-worth individuals, closely held businesses, and nonprofits, while partnering on proactive tax planning that reduces risk and...
-
Deputy City Manager
2 weeks ago
San Jose, Philippines International CityCounty Management Association (ICMA) Veterans Full timeJoin to apply for the Deputy City Manager role at International City/County Management Association (ICMA) Veterans A national search is underway to attract a strategic, engaging, and seasoned local government executive to serve as the City of San José’s next Deputy City Manager. This is an incredible opportunity for a collaborative leader who will assist...
-
Sr Manager, Sales Ops
3 weeks ago
San Jose, Philippines Stripe, Inc Full timeJob Description Fueled by a fundamental belief that having access to financial services creates opportunity, PayPal (NASDAQ: PYPL) is committed to democratizing financial services and empowering people and businesses to join and thrive in the global economy. Our open digital payments platform gives PayPal’s 267 million active account holders the confidence...
-
San Jose, Philippines Connor Consulting Full timeManager – Publisher Services – Costa Rica Are you looking for an opportunity to apply your Software License Compliance skills and experience to the next level? Overview Connor Consulting International provides highly specialized accounting and advisory solutions to ensure contract, license, and royalty compliance. The company has experienced enormous...
-
Tax Attorney
2 weeks ago
San Jose, Philippines WizeHire, Inc Full timeEdgar Law Group, LLP — a respected tax law firm in San Jose — is seeking an accomplished Tax Attorney to join our growing team. This is a unique opportunity to lead sophisticated federal and state controversy matters for high-net-worth individuals, closely held businesses, and nonprofits, while partnering on proactive tax planning that reduces risk and...
-
Preschool Director in Training
3 weeks ago
San Jose, Philippines Action Day Schools Full timeOverview Since 1968, Action Day Schools have proven to be steadfast leaders in the Bay Area’s childcare and private education industry. We pride ourselves on providing each child with quality care rooted in dedication and enthusiasm for their individual growth and development. We’re growing and expanding, and to accommodate our thriving organization, are...