Finance Support Professional

18 hours ago


Las Piñas, National Capital Region, Philippines beBeeFinancial Full time ₱3,500,000 - ₱5,500,000
Job Title: Financial Planning Assistant

We are seeking a detail-oriented and organized professional to join our financial planning team as an assistant. The successful candidate will support daily operations, manage administrative tasks, and provide exceptional client service.

Key Responsibilities:
  • Prepare and lodge forms and documentation
  • Track implementation tasks and follow up on outstanding items
  • Manage internal databases and update client records
  • Draft emails and client correspondence
Required Skills and Qualifications:
  • Minimum 5 years' experience in finance-related business
  • A background in finance, lending, or a related field
  • Proficiency in MS Office
  • Strong communication and collaboration skills
Benefits:
  • Competitive salary package
  • Annual appraisal
  • Opportunities for career growth
About Us:

Our team prioritizes understanding each client's unique personal and financial situation, goals, and aspirations. We offer a supportive work environment that encourages professional development and collaboration.


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