Expert Financial Administrator

2 days ago

Quezon City, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱5,000 - ₱7,000

We are seeking a skilled Financial Planning Assistant to join our team.

The role involves providing administrative support to our financial planning team, ensuring the smooth operation of daily tasks and projects.

  • Schedule: Monday to Friday, 06:00 AM to 03:00 PM

Key Responsibilities:

  • 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 review
  • Assisting with report generation and other general administrative tasks
  • Liaising with providers or platforms when necessary
  • Ensuring high accuracy and attention to detail in all work submitted

Qualifications and Skills:

  • A minimum of 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 clients
  • Prior experience with Paraplanning in Australia is preferred

Benefits:

  • Working from home (WFH) option
  • Medical, dental coverage, and life insurance
  • Paid vacation and sick leave
  • Competitive salary package and annual performance evaluation
  • Financial assistance program
  • Mandatory government benefits and 13th month pay

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