Financial Planning Assistant

2 weeks ago

Mandaue, Philippines ConnectOS Full time

Schedule: Monday- Friday (06:00 AM-03:00 PM)

What are we looking for?

Skills Required:

  • Minimum 5 years’ experience in a finance-related business, completing financial and other administrative tasks
  • A background in finance, lending, or a related field
  • Proficiency in MS Office
  • Strong communication and collaboration skills, especially when working with loan customers
  • Prior experience with Paraplanning in Australia is preferred

Nice to Have:

  • Proficiency in MS Office, Zoho, CRM Zoho Desk, and Plutosoft

What will you do?

  • Preparing and lodging forms and documentation for superannuation, investments, insurance, and other financial products as directed
  • Tracking implementation tasks and following up on outstanding items
  • Managing internal databases and updating client records in line with compliance requirements
  • Drafting emails and client correspondence for adviser review
  • Assisting with report generation and other general admin tasks
  • Liaising with providers or platforms (via email or phone) when necessary
  • Ensuring high accuracy and attention to detail in all work submitted
  • Supporting other ad hoc tasks as required by the financial planning team

Join the awesome team and enjoy these benefits & perks:

  • WFH
  • Medical, Dental Coverage and Life insurance
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
  • Competitive salary package and annual appraisal
  • Financial Assistance Program
  • Mandatory Government Benefits and 13th Month Pay
  • Regular Company Events, Work Life Balance, and Career growth opportunities

JOIN CONNECTOS NOW

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client takes a holistic approach to financial planning, prioritizing understanding each client's unique personal and financial situation, goals, and aspirations. Their experienced advisors tailor financial strategies to individual needs, offering comprehensive wealth management services. They also provide specialized advice in areas such as medical retirement planning, Special Disability Trusts, and Expert Witness Reports.

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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