Financial Planning Assistant/Client Service Administrator

2 weeks ago

Cebu City, Central Visayas, Philippines BSA Solutions Inc. Full time ₱23,000 per year

  • Description

  • Do you want to work with some of Australia's best financial planning businesses?

  • Embark on a fulfilling and engaging career.
  • Earn as much as 23K + generous benefits + personalized learning and development.

This is a midshift, full-time role with weekends off.

ABOUT BSA

BSA Solutions offers talent outsourcing services to small and medium-sized businesses. We provide access to highly skilled professionals, enabling global businesses to build their dream teams in the Philippines and Malaysia. Our vision is to create a community of successful companies where talented individuals can meet and collaborate. We encourage our talents to push their limits, embrace their potential, and passionately pursue greatness. We pride ourselves on delivering exceptional results to our clients through our personalised service and our in-depth knowledge of the markets we serve.

ABOUT THE CLIENT

5ELK is a leading outsourcing solution specializing in helping financial services businesses in Australia and the UK build high-performing offshore teams. As part of our team, you'll have the chance to work with industry experts, receive hands-on training, and contribute to the growth and success of our clients' businesses. Join us in scaling, growing, and increasing profitability while enjoying a supportive and professional work environment. Take the next step in your career and apply for a job with 5 ELK today

ABOUT THE ROLE

As a Client Service Administrator at 5ELK, you'll have the opportunity to undergo a comprehensive paid training program upon joining our team. In this role, you'll collaborate closely with financial advisers in UK, playing a vital part in delivering exceptional back-office administration and professional support. Your contributions will directly help individuals achieve their financial goals.

RESPONSIBILITIES

  • Accurately record client data in various business systems, following established processes for CRM management.
  • Prepare reports promptly and with precision.
  • Assist in client communication, ensuring accuracy and timeliness.
  • Complete applications and other client documentation in adherence to established business processes.
  • Coordinate with financial institutions such as banks, fund managers, and insurance providers.
  • Provide comprehensive back-office administration and support to facilitate smooth operations.

## Requirements

  • A Bachelor's Degree in Accounting, Accounting Management, Accounting Technology, Commerce, or Business Administration.

  • Fresh graduates or individuals with less than one (1) year of work experience will also be considered.

    Individuals with at least 1 year BPO experience in a Financial/Insurance Account are welcome to apply.
    - Willingness to undergo a comprehensive 4-week paid training program.
    - Intermediate to advanced knowledge of the Microsoft suite, including Excel, Word, and PowerPoint.
    - Excellent verbal and written communication skills in English.
    - Strong numerical and analytical abilities.
    - Highly organized with exceptional attention to detail.
    - Knowledge of the financial services, banking, or accounting industry would be advantageous.

## Benefits

Our Client benefits:

  • Fixed Mid-shift Schedule and Weekends Off
  • UK Holidays off and get to enjoy Christmas and New Year
  • Competitive Compensation Package
  • HMO with 200k benefits, plus 1 dependent when you start
  • Company Events and Employee Wellness Programs
  • Personalised learning and development program
  • Coaching and mentoring by qualified and experienced professionals
  • Modern fit-out and workstation

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