Paraplanner/Client Service Officer

Overview Looking for Philippines-based candidates Job Role: Client Service Officer/Paraplanner Compensation range: $2,000 - $3,000 AUD/month Engagement type: Independent Contractor Agreement Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll...

Paraplanner 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...

Do 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 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...

Job Role: Paraplanner Full- time | Independent Contractor Salary Budget: 1800 - 2600 AUD Who We Are: At Hunt St we help Aussie and US based companies directly hire top 5% remote talent in the Philippines & Nepal. You will be hired directly by the client, we are not an outsourcing agency. All of our roles are 100% remote so you'll be able to work from home....

Overview 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...

ZigZag 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...

ZigZag 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 4pmManila time 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 Statements of Advice of...

Client Services Coordinator / Compliance ManagerLocation: Remote/WFHEmployment Type: Part-time (Dayshift required)About the RoleWe are seeking an experienced and highly organised professional to take on the dual role of Client Services Coordinator & Compliance Manager. This is a key position that combines client relationship management, workflow...

Salary Range: Php 20, ,000Responsibilities:Account ManagementAssist in establishing and nurturing relationships with clients, both new and existing.Support Relationship Managers in managing meeting schedules with clients and internal team members.Apply a consultative approach, understanding client needs and offering appropriate solutions.Assist in...