Financial Planning Assistant

3 hours ago

Pampanga Philippines hammerjack Full time

Overview 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 businesses worldwide, leveraging operations and technology to empower our community. Our mission is to improve lives by fostering meaningful professional relationships and driving global success. Duties and Responsibilities Set up client files and add client data to the financial planning software Prepare forms, documents, and templates Prepare product comparison reports by contacting insurance and investment companies and gathering client portfolio information Prepare insurance premium estimates and quotes using specific software Prepare application forms, reports, and mindmap presentations Submit application forms and follow up on underwriting, medicals, etc. Phoning clients and establishing good working relationships Download and collate documents and other research Update and maintain client database Basic marketing activities (e.g., sending email newsletters, arranging client events) Client-facing tasks via Zoom, online messages, or phone to provide quality service Qualifications Bachelor\'s degree in Accounting, Business Administration, or related field 1–3 years of experience as a Financial Planning Assistant Customer service passion Proficient in MS Outlook, Excel, Word, PowerPoint Familiarity with Google Workspace Excellent communication and research skills Ability to self-manage and take initiative Flexibility to multitask and adapt to changing priorities Willingness to undergo training for the Australian accredited Finance & Mortgage Broking Certification Willingness to work onsite twice a week in the Angeles Pampanga office What\'s in It for You Flexibility : Hybrid work (remote and in one of our offices) for better work-life balance Inspiring Workspaces : Strategically located offices designed to fuel your best work Free Unlimited Barista Coffee and Booze : Refreshments from our cafe and beverage bar Dynamic Open Spaces : Conducive for productivity and creativity State-of-the-Art Security : Your safety and peace of mind Game Rooms : Break and unwind with recreational facilities Competitive Compensation : Talent rewards and client-negotiation support Professional Growth : Ongoing training and development opportunities A Supportive Community : Diverse and inclusive team dedicated to your success Global Impact : Be part of something bigger on a global scale Job Details Seniority level: Associate Employment type: Full-time Job function: Finance Industries: Outsourcing and Offshoring Consulting Ready to Make a Difference? Apply directly on this job ad and join us to forge a brighter future together. #J-18808-Ljbffr

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