Financial Management Coordinator

2 days ago

Cavite City, Calabarzon, Philippines beBeeAdministration Full time ₱540,000 - ₱810,000
Job Title:

Financial Planning Assistant

About the Role:

This role offers an exciting opportunity to work in a team providing expert financial advice in insurance and wealth management.

We are seeking a detail-oriented and action-driven individual with strong English communication skills who can thrive in a fast-paced environment.

Key Responsibilities:
  • Maintain CRM data, generate reports, assist with client research, support investment strategies, and handle administrative tasks related to financial planning.
  • Support the broader business by compiling data, drafting letters and documents as needed, and maintaining CRM client information with relevant updates.
  • Create reports from the CRM and providers portals, provide analysis to relevant stakeholders, and collect and document business requirements and process improvement/automation efforts.
  • Project research and special projects for the team as required, formatting, drafting, editing, and sending emails and customer correspondence, and assisting advisers in researching existing clients' products.
Requirements and Qualifications:
  • Three years of experience as an Administration Assistant or in a similar role in the financial planning industry.
  • Proficient in financial planning software such as AdviserLogic or XPlan, or similar tools is required.
  • Strong numerical and logical reasoning skills, good with math, and comfortable working with numbers.
  • Familiarity with Superannuation, Centrelink, and Investments in Australia, excellent command of the English language, and strong skills in Microsoft Excel and MS Office.

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