Expert Financial Assistant Professional

1 day ago

Paranaque City, Calabarzon, Philippines beBeeAdministrative Full time ₱632,880 - ₱1,029,440
Job Description

We are seeking a diligent and detail-oriented professional to fill the role of Financial Planning Assistant. As an integral member of our team, you will be responsible for providing administrative support in maintaining CRM data, generating reports, assisting with client research, supporting investment strategies, and handling various tasks related to financial planning.

The ideal candidate should possess strong English communication skills (both written and verbal) and have a keen eye for detail. They should be able to think independently and effectively manage their time throughout the workday.

This is an excellent opportunity for someone looking to grow their career in the financial services industry. If you are a motivated and organized individual who thrives in a fast-paced environment, we encourage you to apply for this position.

Required Skills and Qualifications
  • 3 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
  • A desire to become an expert in wealth products and advice preparation.
  • Excellent command of the English language
  • Strong skills in Microsoft Excel and MS Office is a must
  • Meticulous attention to details, especially in calculations and materials prepared
  • Self-starter, has the ability to work independently and takes initiative.
Benefits
  • 100% Remote Work
  • 13th Month Pay
  • Free Learning and Development Programs
Application Process

We understand that searching for a new job can be challenging, and we're here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we'll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.

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