US Paraplanner

Overview US Paraplanner (US Wealth Management, Office Based) — ConnectOS Mandaluyong, National Capital Region, Philippines Location: Mandaluyong, National Capital Region, Philippines Responsibilities Collect, track, and send tax compliance documents to CPAs Design and prepare client financial reports and exhibits for client meetings Review and summarize estate documents Collect, compile, and evaluate raw data from multiple sources to produce accurate financial summaries Research financial planning topics to enhance firm\'s knowledge management resources Maintain CRM data Track recurring deadlines and carry out tasks such as GRATs, annuity payments, loan payments, etc. Coordinate between client and operations team for onboarding new client relationships Coordinate between client and operations team for account administration Other duties as assigned Role priorities Analysis Reporting Research Administration What you will do Collect, track, and send tax compliance documents to CPAs Design and prepare client financial reports and exhibits for client meetings Review and summarize estate documents Collect, compile, and evaluate raw data from multiple sources to produce accurate financial summaries Research financial planning topics to enhance firm\'s knowledge management resources Maintain CRM data Track recurring deadlines and carry out tasks such as GRATs, annuity payments, loan payments Coordinate between client and operations team for onboarding new client relationships Coordinate between client and operations team for account administration Other duties as assigned Qualifications Bachelor\'s degree in accounting, finance, mathematics or related field Minimum of 2+ years\' experience in analysis or reporting, experience as a paraplanner a plus Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications Ability to be exact and accurate with a very high attention to detail Ability to communicate (orally and in writing) in a professional manner when dealing with employees, vendors and company contacts Competent computer skills including Microsoft Suite Ability to multitask and manage multiple projects at once Ability to maintain confidentiality Ability to work with groups in a face to face, video conference and phone environment Employment details Schedule: 9:00 PM – 6:00 AM PHT Salary: P90,000 Reports To: Senior Client Advisor (Assigned) Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Outsourcing and Offshoring Consulting Benefits Medical, Dental Coverage and Life insurance from day 1 of employment 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 Complimentary Sleeping Quarters, Coffee at no cost Complimentary Office Fitness and Wellness Facilities at no cost Regular Company Events, Work Life Balance, and Career growth opportunities Accessible location at the heart of Metro Manila — the Mega Tower, EDSA 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. #J-18808-Ljbffr