Document Specialist

2 days ago

Pasig, National Capital Region, Philippines NEXTOFFICE INC. Full time ₱45,000 - ₱60,000 per year

We're Hiring: Document Specialist (AdvisorLogic / SOA Production)

Location: Rosario, Pasig

Employment Type: Full-time

Department: Financial Planning / Admin Support

Position Summary: The Document Specialist will play a key role in supporting our financial planning team by preparing, formatting, and finalizing critical client documentation, primarily using AdvisorLogic. The ideal candidate will have a sharp eye for detail, strong understanding of compliance standards, and proven experience in generating compliant and client-ready SOAs.

Key Responsibilities

  • Prepare and produce accurate, compliant Statements of Advice (SOAs) using AdvisorLogic
  • Review and format financial documents to ensure accuracy, clarity, and consistency
  • Liaise with financial advisors to gather necessary client data and ensure correct document input
  • Maintain templates and documentation standards in line with company branding and ASIC compliance
  • Perform quality checks on completed documents before final submission
  • Manage document storage and version control across platforms
  • Provide administrative support to the broader financial planning team as required

Key Requirements

  • Proven experience using AdvisorLogic to generate SOAs or similar financial documentation
  • Strong understanding of the SOA process and related compliance requirements
  • Excellent written English and document formatting skills
  • Strong attention to detail and ability to work independently
  • Familiarity with financial services industry terminology
  • Ability to handle confidential information with discretion
  • Strong time management and organizational skills

Desirable Qualifications

  • Background in financial services or paraplanning
  • Certificate IV or Diploma in Financial Planning (preferred but not required)
  • Experience with other financial planning software or CRMs is a plus

What We Offer

  • Flexible working arrangements (6am- 3pm , Monday- Friday)
  • A collaborative and supportive team environment
  • Opportunities for growth and professional development
  • Competitive salary based on experience

What We Offer:

Competitive salary: ₱30,000

  • Work with Australian teams and system
  • Possible travel to Australia for training
  • Government benefits (SSS, PhilHealth, Pag-IBIG)
  • In-house medical, dental, and optical care
  • Career growth in a professional environment

Why NextOffice Inc.

  • Exposure to global network standards and international collaboration
  • Government-mandated benefits (SSS, PhilHealth, Pag-IBIG)
  • In-house medical, dental, and optical care
  • A professional, innovative, and collaborative workplace where marketing meets impact

How to apply:

Interested applicants may send updated resume to: 

For questions and other query you may contact: Sam Sapo ,

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