Financial Operations Assistant

4 days ago


Cebu City, Central Visayas, Philippines Dash10 Managed Services Full time

We are Dash10 Managed Services, a leading provider of managed services. As an Adviser Associate, you will be responsible for assisting advisers with the advisory process, loading data into CRM software, and managing clients from lead to purchasing a property.

Key Responsibilities:

  • Supporting advisers with client interface and back-end tasks to ensure efficient operation.
  • Loading data into Client/Customer Relationship Management software (CRM) and managing the CRM workflow for an adviser.
  • Liaising with product providers and managing clients from lead to purchasing a property.

Key Attributes:

  1. A minimum of 2 years of banking and finance experience.
  2. Strong initiative and proactive mindset alongside excellent critical thinking skills.
  3. Good with numbers and strong attention to detail.

We offer a competitive salary, free health care with one free dependent, and a P10k signing bonus for the successful candidate.



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