Financial Planning Coordinator

1 week ago


Hagonoy, Central Luzon, Philippines beBeeInvestment Full time ₱420,000 - ₱840,000
Job Description

We are seeking a highly organized and detail-focused individual to assist in our financial planning endeavors. The ideal candidate will have strong communication skills, both written and verbal, and the ability to thrive in a fast-paced environment.

The successful candidate will be responsible for maintaining accurate CRM data, generating reports, conducting client research, supporting investment strategies, and handling administrative tasks related to financial planning.



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