Paraplanner/Client Service Officer
3 weeks ago
Paraplanner Client Service Officer
Location: Porac, Pampanga (relocation/commute required)
Qualifications- Bachelor's Degree in Marketing or Management
- 1-2 years experience in Customer Service or Sales and Marketing
- Proficient in Word, Excel and PowerPoint
- Approachable and accommodating
- Good oral and written communication
- Willing to start immediately
- Communicate with clients for collection and loans requirements (signing of legal documents, issuance of PDC, submission of requirements and follow-ups)
- Assist buyers on concerns; relay and update developments
- Encode, file, and type legal documents in the system; transmit notarized documents
- Accommodate online and face-to-face credit investigation
- Update reports: Buyer’s profile, Background profile, delinquent buyer progress
- Coordinate with other departments for transactions, construction updates, documentation, and loans
- Perform any tasks assigned by superiors
- Health insurance
- Pay raise
- 13th month salary
- Bonus pay
- Overtime pay
- Performance bonus
- 8 hour shift
- Day shift
- Bachelor’s degree (preferred)
- Customer Support Representative: 1 year (preferred)
- English (preferred)
-
Paraplanner/Client Service Officer
3 weeks ago
, Ilocos Norte, Philippines Buscojobs Full timeParaplanner Client Service Officer Posted today Qualifications Bachelor's Degree in Marketing or Management 1-2 years experience in Customer Service or Sales and Marketing Proficient in Word, Excel and PowerPoint Must be approachable and accommodating Good oral and written communication Willing to start immediately in Porac, Pampanga Education: Bachelor's...
-
, , Philippines Qwrk Outsourcing Full timeIf you’re a talented individual who loves challenges, growth, and continuous learning, be part of our growing team as a Client Services Officer / financial planning assistant now! What does this role entail? The overall objective of the CSO is to assist Financial Advisers in gathering the data required to provide financial planning services to their...
-
Australian Paraplanners
6 days ago
Philippines VA Platinum Full time ₱350,000 - ₱700,000 per yearDo you have experience as a Paraplanner supporting an Australian Financial Planning company?Are you proficient in either XPlan or AdviserLogic?Are you proficient in preparing compliant Statements of Advice (SoAs)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...
-
Paraplanner/Client Service Officer
3 weeks ago
, Ilocos Sur, Philippines Buscojobs Full timeParaplanner Client Service Officer j... Shape The Future Of Tax Prep As A Trusted Expert In Your Community WithIntuit TurboTax. Build Lasting Client Relationships & Become The Trusted Face Of Intuit TurboTax Locally. EarnAdditional Income. Amazing Work Benefits. Flexible Hours. Your Tax Career Resource. Cutting Edge Technology. Service Officer Posted today...
-
Paraplanner | Onsite | PlutoSoft
4 days ago
, , Philippines TOA Global Full timeJob Title Paraplanner | Onsite | PlutoSoft Location Clark Shift 7:00 AM - 4:00 PM, Monday to Friday Arrangement Onsite, Full Time Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America,...
-
Paraplanner (Onsite)
2 weeks ago
, , Philippines TOA Global Full timePARAPLANNER Location: Clark (Onsite) Shift: Mondays to Fridays, 7:00 AM to 4:00 PM Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America,...
-
Paraplanner | Fixed Dayshift
2 days ago
, , Philippines Zig Zag Offshoring Full timeZigZag is looking for a Paraplanner to join our team! You must be willing to work onsite in Ortigas from Monday to Friday from 7am to 4pm Manila time With transportation allowance! With signing bonus! The purpose of this role is to provide quality, compliant and timely statements of advice in accordance with current legislation and licensee requirements....
-
PARAPLANNER | Fixed Dayshift and Weekends Off!
3 weeks ago
, , Philippines Qwrk. Full timeOverview Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Qwrk. WHEN WAS THE LAST TIME YOU HAD FUN AT WORK? If you're a talented individual who loves challenges, be part of our growing team as a Paraplanner now! What’s in it for me? Be part of a Young, Motivated and...
-
Paraplanner | Fixed Dayshift
3 weeks ago
, Metro Manila, Philippines Buscojobs Full timeZigZag is looking for a Paraplanner to join our team. You must be willing to work onsite in Ortigas from Monday to Friday from 7am to 4pm Manila time. With relocation package. The purpose of this role is to provide quality, compliant and timely statements of advice in accordance with current legislation and licensee requirements. Responsibilities Producing...
-
Freelance Financial Paraplanner
3 weeks ago
, Metro Manila, Philippines ConnectOS Full timeWe are seeking a skilled Paraplanner to join our team. The ideal candidate will have demonstrated experience in Australian financial planning/paraplanning and proficiency using financial platforms such as Plutosoft, CRM, Xplan/AdviserLogic/Midwinter, as well as strong Excel/Sheets skills. Essential: Demonstrated experience in Australian financial...