Financial Planning Assistant

Join Our Professional Community: Forge Connections, Shape Futures, Together, Powering Businesses Worldwide

Are you ready to be part of a professional community that's powering businesses globally to save, grow and transform? Do you want to work with innovative technology, alongside talented professionals who share your passion for excellence? Look no further - hammerjack has the perfect opportunity for you

Role: Financial Planning Assistant

Location: Hybrid - 2x a week Onsite in Angeles Pampanga Office

About Us:At hammerjack, we're not just another outsourcing company - we bring together skilled professionals from the Philippines with businesses worldwide, leveraging expert operations and the latest technology to create connections that empower our community. Our mission? To improve lives by fostering meaningful professional relationships and driving success on a global scale.

Our Impact:Over the years, we've built workplaces that empower employees to thrive, contributing in meaningful ways to the success and culture of companies around the globe. With our focus on professional services and our people-first culture, hammerjack has become a trusted partner for businesses and professionals alike, humanizing the outsourcing industry one connection at a time.

Duties and Responsibilities

• Set up client files and add client data to the financial planning software
• Prepare forms, documents, and templates.
• Type up client questionnaires & portfolio reports
• Prepare product comparison reports - this requires emails, phoning insurance and investment companies and getting specific client portfolio information.
• Prepare insurance premium estimates and quotes using specific software
• Prepare application forms, reports & mindmap presentations
• Submit application forms and follow-up applications, insurance underwriting, medicals etc
• Phoning clients & establishing good work relationships
• Download and collate documents and other research
• Update and maintain client database
• Basic marketing activities (i.e. sending email newsletters, arranging client events)
• Managing database in CRM system
• Client-facing tasks that require providing quality service to our clients through direct meetings via Zoom, online messages or phone conversations

Qualifications

• Bachelor's degree in Accounting, Business Administration, or any related field
• At least 1-3 years of experience as a Financial Planning Assistant
• Must have a passion for customer service
• Proficient use of MS Outlook, Excel, Word, and PowerPoint
• Proficiency or familiarity with Google Workspace
• Excellent communication and research skills
• Ability to self-manage and show initiative to drive results
• Flexibility; ability to multitask, adapt to changing priorities, and prioritize projects
• Willingness to undergo training for the Australian accredited Finance & Mortgage Broking Certification
• Should be willing to work twice a week onsite in the Angeles Pampanga office

What's in It for You:

• Flexibility: Work hybrid (remotely and from one of our inspiring offices) and enjoy a better work-life balance
• Inspiring Workspaces: Our offices are strategically located and designed to fuel your best work.
• Free Unlimited Barista Coffee and Booze: Enjoy refreshments from our cafe and beverage bar.
• Dynamic Open Spaces: Conducive for productivity and creativity.
• State-of-the-Art Security: Ensuring your safety and peace of mind.
• Game Rooms: Take a break and unwind with our recreational facilities.
• Competitive Compensation: Your talents deserve to be rewarded We help you negotiate with our clients.
• Professional Growth: Access to ongoing training and development opportunities to help you reach your full potential.
• A Supportive Community: Join a diverse and inclusive team that's dedicated to your success.
• Global Impact: Be part of something bigger and make a difference on a global scale.

Ready to Make a Difference?

If you're ready to join a dynamic team and be part of something truly special, we want to hear from you Apply directly on this job ad, and let's forge a brighter future together

hammerjack is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.