Senior Financial Planning Coordinator

1 week ago


Hagonoy, Central Luzon, Philippines beBeeFinancialPlanning Full time ₱400,000 - ₱600,000

As a member of our financial planning team, you will be responsible for providing administrative and technical support.

  • We are seeking an individual with excellent organizational skills to manage multiple tasks and prioritize deadlines.
  • The successful candidate will have strong communication skills to liaise with providers and platforms on behalf of the team.
  • This role requires attention to detail and accuracy in all work submitted.

About this opportunity:

We offer a dynamic and supportive work environment that prioritizes employee well-being and career growth.

Main Responsibilities:

  • Assisting with report generation and other general administrative tasks.
  • Tracking implementation tasks and following up on outstanding items.
  • Liaising with providers or platforms (via email or phone) when necessary.

About ConnectOS:

ConnectOS is a top-rated employer of choice that takes a holistic approach to financial planning.



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