
Paraplanner / Admin Assistant
2 weeks ago
𝙉𝙊𝙏𝙀: 𝙏𝙃𝙄𝙎 𝙄𝙎 𝘼𝙉 𝙊𝙉𝙎𝙄𝙏𝙀 𝙍𝙊𝙇𝙀 (Dumaguete City, Negros Oriental)
𝐉𝐨𝐛 𝐓𝐢𝐭𝐥𝐞: Paraplanner/Admin Assistant
𝐖𝐨𝐫𝐤 𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞: Dayshift
𝐉𝐨𝐛 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧/𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬:
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
-Previous experience in financial planning, paraplanning, or administrative support within the financial services industry is an advantage.
- Strong analytical, organizational, and time management skills.
- Excellent attention to detail and ability to manage multiple priorities effectively.
- Strong written and verbal communication skills.
- High level of professionalism, confidentiality, and integrity.
𝐉𝐨𝐛 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬:
- Prepare comprehensive financial plans, reports, and recommendations based on client needs.
- Conduct research and analysis on financial products, strategies, and market trends.
- Support financial advisors by preparing client meeting documentation and follow-up reports.
- Review and analyze client portfolios, ensuring compliance with relevant regulations.
- Prepare and submit accurate application forms, investment instructions, and other relevant paperwork.
- Liaise with clients, product providers, and internal teams to ensure smooth processing of plans and investments.
- Maintain up-to-date knowledge of financial planning products, legislation, and industry changes.
-Identify opportunities to improve client outcomes through strategic financial planning.
- Assist in developing strategies for wealth accumulation, retirement planning, tax minimization, and estate planning. Ensure accurate record-keeping in line with company and industry compliance requirements. Other ad hoc tasks are assigned by management.
Send your detailed resume to Kindly indicate the role title as your subject.
-
Paraplanner / Admin Assistant
2 weeks ago
Dumaguete, Central Visayas, Philippines Wrkpod Full time ₱250,000 - ₱300,000 per yearNote: This is an Onsite Role (Dumaguete City, Negros Oriental)Job Title: Paraplanner/Admin AssistantWork Schedule: DayshiftJob Qualifications/Requirements:- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.-Previous experience in financial planning, paraplanning, or administrative support within the financial services...
-
Admin Assistant
2 weeks ago
Dumaguete, Central Visayas, Philippines Focus People Full time ₱250,000 - ₱500,000 per yearPositionFull time Admin AssistantOffice Hours10am - 6pm Australian time ideally (8am - 4pm PH time)LocationDumagueteCompany InfoBayside Focus Group Rooms is a venue that clients can book to host a meeting, interviews or a focus group (primary business).We will be branching out into some other business related services in the near future.Visit our website for...
-
Admin Assistant
2 weeks ago
Dumaguete, Central Visayas, Philippines Lunas Solution Corp. Full time $40,000 - $60,000 per yearThis role is an independent contractor (freelancer) position with a hybrid work setup. Please apply only if you are amenable to these terms.We seek a capable and reliable Administrative Assistant to manage our office's various administrative and logistical duties. This role requires someone comfortable with physical tasks, including occasional heavy lifting,...
-
Marketing Assistant
2 weeks ago
Dumaguete, Central Visayas, Philippines Wrkpod by Sites at Scale Full time ₱25,000 - ₱30,000 per yearRole: Admin & Marketing VAOn-site: Dumaguete CityQualifications:Ideally 2 years experience as a Virtual Admin/ Marketing Assistant.Industry specific experience in online course launching is highly regarded.Proficient user of Kajabi, Canva, and Google Workspace.Strong design skills for on-brand content.Organised, dependable, and able to self-manage repetitive...
-
Marketing Assistant
7 days ago
Dumaguete, Central Visayas, Philippines Wrkpod Full time ₱35,000 - ₱45,000 per yearThis role of the Marketing Assistant plays a key role in driving All Guard Safety's marketing efforts. This position is responsible for supporting marketing strategy and execution across digital channels, assisting with planning, content creation, customer portal construction and updates, and general marketing administration. The ideal candidate is...
-
Production Assistant
2 weeks ago
Dumaguete, Central Visayas, Philippines WrkPod Careers Full time ₱150,000 - ₱300,000 per yearProduction Assistant (Day Shift – Dumaguete City)OverviewWe are looking for a Production Assistant to help manage the process of creating and delivering branded merchandise and promotional items. This role is all about being organized, detail-oriented, and reliable. You'll work with the sales and production teams, as well as suppliers, to make sure every...
-
Admin Executive/Assistant
2 weeks ago
Dumaguete, Central Visayas, Philippines Datamatics Full time ₱104,000 - ₱130,878 per yearExperience: 1year and aboveExperience in BPO administration is a plusEducation: Graduate/Post GraduateExceptional customer services skills, over the phone and in personKnowledge of office management and system and proceduresProficiency in MS Office (MS Excel, MS Power Point, Outlook, in Particular)
-
US HR Administrator
7 days ago
Dumaguete, Central Visayas, Philippines beBeeHumanResources Full time ₱2,907,024 - ₱4,565,128Job OverviewThe US HR Admin Coordinator is responsible for managing HR tasks and ensuring compliance with federal and state labor laws.This role involves processing documentation related to FMLA, ADA accommodations, Workers' Compensation, Leave Administration, and Unemployment Claims.Maintaining and updating HRIS and personnel files with accuracy and...
-
Part-Time Administrative Support Specialist
7 days ago
Dumaguete, Central Visayas, Philippines beBeeAdministrative Full time $1,200 - $1,600Job OverviewWe are seeking a highly organized and detail-oriented Admin Assistant to support our team.This is a part-time role with flexible hours available, ideal for individuals who value work-life balance.Key Responsibilities:Assist in content creation and editing for marketing purposes.Manage social media platforms, including creating and publishing...
-
Senior Administrative Professional
7 days ago
Dumaguete, Central Visayas, Philippines beBeeVirtual Full time ₱1,500,000 - ₱2,000,000Job Title: Virtual Executive Assistant AssociateWe are seeking a Virtual Executive Assistant to provide comprehensive, quality administrative and support services for member firms.Manage and coordinate diaries and schedules with internal and external stakeholders on behalf of the executive.Screen, respond to and/or action emails as necessary.Arrange flight...