Expert Financial Services Coordinator

2 days ago

Pasig, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱1,800,000 - ₱2,500,000
Join our dynamic financial planning team as a skilled Financial Planning Assistant. In this key role, you will be responsible for providing exceptional administrative support and assisting with the preparation and lodgment of forms and documentation for superannuation, investments, insurance, and other financial products.Key Responsibilities
  • Document Preparation
  • Task Management
  • Database Administration
  • Email Correspondence
  • Report Generation
  • Client Liaison
  • Quality Assurance
  • Ad Hoc Support
Requirements
  • A minimum of 5 years' experience in finance-related roles, completing tasks with precision and attention to detail.
  • Relevant qualifications in finance, lending, or a related field.
  • Proficiency in MS Office.
  • Exceptional communication and collaboration skills, particularly when interacting with clients.
  • Prior experience in Paraplanning in Australia is highly valued.
We offer a competitive salary package, regular performance reviews, and a range of benefits and perks, including flexible work arrangements, health insurance, and life insurance. You will have the opportunity to work in a collaborative and dynamic environment that prioritizes understanding each client's unique personal and financial situation, goals, and aspirations.Our approach to financial planning is comprehensive and holistic, offering specialized advice in areas such as medical retirement planning, Special Disability Trusts, and Expert Witness Reports. We strive to create a workplace that values diversity, equity, and inclusion, ensuring equal employment opportunities for all candidates.

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