Finance and Administrative Support

4 days ago

San Fernando, Central Luzon, Philippines Scrubbed Full time $40,000 - $80,000 per year

Finance and Administrative Support

The client is seeking an Operations Associate for their advisory firm. They provide a holistic and integrated Wealth Management approach to their clients' personal wellness, health, career, and family. They are a 100% virtual practice.

Responsibilities:

  • Handle Client Servicing requests
  • Process New Business
  • Assist in the production of Financial Plans through the use of financial planning software (eMoney and Holistiplan)
  • Analytical spreadsheet work
  • Generate reports for client meetings
  • Maintain Client database
  • Create content, design, and manage email marketing campaigns
  • Manage large-scale projects, as needed
  • Learn financial planning vocabulary and concepts

Job Qualifications:

  • Excellent communication skills, both spoken and written
  • Self-motivated, proactive, and able to work independently (essential for a remote working environment)
  • Unmatched attention to detail, with strong organization and time management skills while maintaining a creative and out-of-the-box mentality
  • Tech and internet-savvy with knowledge of various software and general computer skills
  • Open-minded, and displays the highest character & integrity
  • Displays eagerness and proactive attitude to learn and gain competency in work

Job Requirements:

  • Role would require working a portion of time on West Coast U.S.-based business hours
  • Must have a background in Financial Planning and Analysis

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