Senior Finance Coordinator

17 hours ago

Bacoor, Calabarzon, Philippines beBeeFinancialPlanning Full time ₱1,500,000 - ₱1,750,000
Key Responsibilities

Our team is seeking an experienced Financial Planning Assistant to support our financial planning operations. The successful candidate will be responsible for 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.
  • Ensuring high accuracy and attention to detail in all work submitted.
  • Supporting other ad hoc tasks as required by the financial planning team.

Required Skills and Experience:

  • 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.
  • Prior experience with Paraplanning in Australia is preferred.

Nice to Have:

  • Proficiency in MS Office, Zoho, CRM Zoho Desk, and Plutosoft.

About Our Company:

We take a holistic approach to financial planning, prioritizing understanding each client's unique personal and financial situation, goals, and aspirations. Our experienced advisors tailor financial strategies to individual needs, offering comprehensive wealth management services. We also provide specialized advice in areas such as medical retirement planning, Special Disability Trusts, and Expert Witness Reports.

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