Senior Investment Administrator

2 days ago

San Juan, National Capital Region, Philippines beBeeInvestment Full time ₱400,000 - ₱750,000
About the Role

As a key member of our team, you will be responsible for maintaining CRM data, generating reports, assisting with client research, supporting investment strategies, and handling administrative tasks related to financial planning.

We are looking for a collaborative, detail-oriented, and action-driven individual with strong English communication skills (both written and verbal) who thrives in a fast-paced environment. The ideal candidate has a keen eye for detail, can think independently of tasks and processes, and the capability to effectively manage their time independently throughout the workday.

Responsibilities
  • Support the broader business by compiling data; drafting letters and documents as needed.
  • Enter data into our CRM and Document Management tools.
  • Maintain CRM client information with relevant updates.
  • Creating reports from the CRM and providers portals, providing analysis to relevant stakeholders.
  • Collect and document business requirements and process improvement/automation efforts.
  • Project research and special projects for the team as required.
  • Format, draft, edit, and send emails and customer correspondence.
  • Assist advisers in researching existing clients' products.
  • Conduct research on insurance products, financial concepts, superannuation retirement, and tax strategies.
  • Collaborate with advisers to identify appropriate investment strategies based on client needs and goals.
  • Attend client meetings with advisors to present and review financial plans, work with clients to gather necessary information and documents, understand and interpret financial and tax documents related to clients' investments, manage and update client information in the company's database.

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