Senior Financial Assistant

1 week ago

San Fernando, Central Luzon, Philippines beBeeFinancialPlanning Full time ₱500,000 - ₱1,000,000

Job Opportunity:

">
  • This position is an exciting chance to join a forward-thinking financial services organization.
  • As a key member of the team, you will be responsible for supporting experienced advisors in delivering comprehensive wealth management services.
  • You will play a vital role in ensuring the highest level of accuracy and attention to detail in all work submitted.
">Key Responsibilities:">
  • Preparing and lodging forms and documentation for superannuation, investments, insurance, and other financial products as directed
  • Tracking implementation tasks and following up on outstanding items
  • Managing internal databases and updating client records in line with compliance requirements
  • Drafting emails and client correspondence for adviser review
  • Assisting with report generation and other general admin tasks
  • Liaising with providers or platforms (via email or phone) when necessary
">Requirements:">
  • Minimum 5 years' experience in a finance-related business, completing financial and other administrative tasks
  • A background in finance, lending, or a related field
  • Proficiency in MS Office
  • Strong communication and collaboration skills, especially when working with loan customers
">Benefits:">
  • Work from Home arrangement
  • Medical, Dental Coverage and Life Insurance
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
  • Competitive salary package and annual appraisal
  • Financial Assistance Program
  • Mandatory Government Benefits and 13th Month Pay
  • Regular Company Events, Work Life Balance, and Career growth opportunities
">

We are committed to providing equal employment opportunities and promoting diversity within our organization.

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