Financial Planning Support Professional

7 days ago


Rizal, Philippines beBeeAdministration Full time ₱3,000,000 - ₱4,500,000
Job Title">

The role of an Assistant is to provide administrative support to a team of financial planners. The ideal candidate will have experience in data entry, report generation, and client research.

Key Responsibilities:
  • Maintain accurate and up-to-date records of client information
  • Assist in the preparation of reports and presentations
  • Provide exceptional customer service to clients
Requirements:
  • Strong organizational skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
What We Offer:
  • Opportunity to work with a dynamic and growing company
  • Competitive salary and benefits package
  • Ongoing training and professional development


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