Entry-Level Financial Planning Support Specialist

5 days ago

Cebu City, Central Visayas, Philippines Advice Lab Inc Remote Full-time ₱300,000 - ₱450,000 Contract

Advice Lab Inc. in the Philippines is seeking an administrative support specialist to assist Australian Financial Advisers in delivering high-quality financial planning services.

You will handle a mix of administrative duties and client engagement, ensuring accuracy, timely delivery, and compliance with guidelines. The role requires attention to data integrity, familiarity with MS Outlook, Excel, Word, and PowerPoint, and a willingness to learn X-Plan software if available.