Administrative Specialist for Wealth Management

2 days ago

Pulong Santa Cruz, Calabarzon, Philippines beBeeFinancial Full time ₱500,000 - ₱700,000
Financial Planning Assistant

We are seeking a skilled and detail-oriented Financial Planning Assistant to join our team. The successful candidate will be responsible for providing administrative support to our financial planners, ensuring the smooth operation of our business.

Job Description:

  • Preparing and lodging forms and documentation for superannuation, investments, insurance, and other financial products as directed.
  • Tracking implementation tasks and following up on outstanding items.
  • Managing internal databases and updating client records in line with compliance requirements.
  • Drafting emails and client correspondence for adviser review.
  • Assisting with report generation and other general admin tasks.
  • Liaising with providers or platforms (via email or phone) when necessary.
  • Ensuring high accuracy and attention to detail in all work submitted.
  • Supporting other ad hoc tasks as required by the financial planning team.

Required Skills and Qualifications:

  • Minimum 5 years' experience in a finance-related business, completing financial and other administrative tasks.
  • A background in finance, lending, or a related field.
  • Proficiency in MS Office.
  • Strong communication and collaboration skills, especially when working with loan customers.
  • Prior experience with Paraplanning in Australia is preferred.

Benefits:

  • WFH
  • Medical, Dental Coverage and Life insurance
  • 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
  • Regular Company Events, Work Life Balance, and Career growth opportunities

Others:

Our company takes a holistic approach to financial planning, prioritizing understanding each client's unique personal and financial situation, goals, and aspirations. Our experienced advisors tailor financial strategies to individual needs, offering comprehensive wealth management services.

Equal Employment Statement: We ensure the full confidentiality of the data we process and conduct employment decisions without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status.

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