Financial Planning Assistant

5 days ago

Cebu City, Central Visayas, Philippines Virtual Business Partners Full time ₱600,000 - ₱1,200,000 per year
Description

Here at VBP, we pursue excellence by always putting people first

Overview of the Role

A Financial Planning Assistant is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements.

Main duties include:

  • Summarize client details, set files, and add data to the financial planning software
  • Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.
  • Preparing application forms, reports, and mindmap presentations.
  • Submitting application forms and following up on applications, insurance, underwriting, medicals, etc.
  • Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc for client meetings
  • Schedule meetings, and appointments and manage travel itineraries.
  • Develop and sustain a level of professionalism among staff and clientele
  • Uphold a strict level of confidentiality
  • Other tasks as assigned by the client or team leader

Successful applicants should:

  • Graduate of any course or other related courses but must have a passion for customer service
  • At least 2 years completion in college + 2 years of work experience
  • Proficient use of Microsoft Applications and Google Workspace
  • Excellent communication and research skills
  • Ability to self-manage and show initiative to drive results
  • Flexible; ability to multitask, adapt to changing priorities, and prioritize projects

Benefits you and your family can enjoy:

  • 500K per incident HMO coverage + Dental & Optical benefits
  • 2-week paid Christmas vacation
  • 25K Educational Assistance
  • Training and equipment will be provided
  • Fixed Schedule of Mon-Fri from 7 AM to 4 PM

Non-negotiable requirements

  • Has an internet connection of at least 15 Mbps
  • Residence within Cebu

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