
Administrative Finance Specialist
14 hours ago
We are seeking a highly skilled Financial Planning Assistant to join our team. The successful candidate will be responsible for providing administrative support in the preparation and lodging of financial documents, managing internal databases, and drafting emails and client correspondence.
This is an exciting opportunity for someone who is looking to develop their skills in financial planning and administration.
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
- 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
Please note that prior experience with Paraplanning in Australia is preferred but not required.
The ideal candidate will have excellent organizational and time management skills, as well as the ability to work independently with minimal supervision.
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