Senior Finance Coordinator

7 days ago


Dasmariñas, Calabarzon, Philippines beBeeFinancialPlanning Full time ₱1,200,000 - ₱1,800,000

Job Summary

We are seeking a Financial Planning Assistant to join our team. This role will involve preparing and lodging financial documents, tracking implementation tasks, managing databases, and assisting with report generation.

Main Responsibilities

  • Preparing and lodging financial documents as directed
  • Tracking implementation tasks and following up on outstanding items
  • Managing internal databases and updating client records
  • Drafting emails and client correspondence for adviser review
  • Assisting with report generation and other general administrative tasks

Requirements

  • Minimum 5 years of experience in finance-related business or related field
  • A background in finance, lending, or related field
  • Proficiency in MS Office and other relevant software
  • Strong communication and collaboration skills

Preferred Qualifications

  • Prior experience with Paraplanning in Australia is preferred
  • Proficiency in Zoho, CRM Zoho Desk, and Plutosoft

About Us

ConnectOS prioritizes understanding each client's unique situation, goals, and aspirations, offering comprehensive wealth management services.

The Ideal Candidate

We're looking for individuals who possess excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.

What We Offer

A dynamic work environment, opportunities for growth and development, and a chance to make a meaningful impact in the lives of our clients.



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