Financial Planning Assistant/Client Service Administrator

4 days ago


San Fernando, Central Luzon, Philippines BSA Solutions Inc. Full time ₱150,000 - ₱250,000 per year
  • Do you want to work with some of Australia's best financial planning businesses?
  • Embark on a fulfilling and engaging career.
  • Earn as much as 23K + generous benefits + personalized learning and development.

This is a dayshift, full-time role with weekends off.

ABOUT BSA

BSA Solutions offers talent outsourcing services to small and medium-sized businesses. We provide access to highly skilled professionals, enabling global businesses to build their dream teams in the Philippines and Malaysia. Our vision is to create a community of successful companies where talented individuals can meet and collaborate. We encourage our talents to push their limits, embrace their potential, and passionately pursue greatness. We pride ourselves on delivering exceptional results to our clients through our personalised service and our in-depth knowledge of the markets we serve.

ABOUT THE CLIENT

5ELK is a leading outsourcing solution specializing in helping financial services businesses in Australia and the UK build high-performing offshore teams. As part of our team, you'll have the chance to work with industry experts, receive hands-on training, and contribute to the growth and success of our clients' businesses. Join us in scaling, growing, and increasing profitability while enjoying a supportive and professional work environment. Take the next step in your career and apply for a job with 5 ELK today

ABOUT THE ROLE

As a Client Service Administrator at 5ELK, you'll have the opportunity to undergo a comprehensive paid training program upon joining our team. In this role, you'll collaborate closely with financial advisers in Australia, playing a vital part in delivering exceptional back-office administration and professional support. Your contributions will directly help individuals achieve their financial goals.

RESPONSIBILITIES

  • Accurately record client data in various business systems, following established processes for CRM management.
  • Prepare reports promptly and with precision.
  • Assist in client communication, ensuring accuracy and timeliness.
  • Complete applications and other client documentation in adherence to established business processes.
  • Coordinate with financial institutions such as banks, fund managers, and insurance providers.
  • Provide comprehensive back-office administration and support to facilitate smooth operations.
Requirements
  • A Bachelor's Degree in Accounting, Accounting Management, Accounting Technology, Commerce, or Business Administration.
  • Fresh graduates or individuals with less than one (1) year of work experience will also be considered.

Individuals with at least 1 year BPO experience in a Financial/Insurance Account are welcome to apply.
- Willingness to undergo a comprehensive 4-week paid training program.
- Intermediate to advanced knowledge of the Microsoft suite, including Excel, Word, and PowerPoint.
- Excellent verbal and written communication skills in English.
- Strong numerical and analytical abilities.
- Highly organized with exceptional attention to detail.
- Knowledge of the financial services, banking, or accounting industry would be advantageous.

Benefits

Our Client benefits:

  • Fixed Dayshift Schedule and Weekends Off
  • Australian Holidays off and get to enjoy Christmas and New Year
  • Competitive Compensation Package
  • HMO with 200k benefits, plus 1 dependent when you start
  • Company Events and Employee Wellness Programs
  • Personalised learning and development program
  • Coaching and mentoring by qualified and experienced professionals
  • Modern fit-out and workstation


  • San Fernando, Central Luzon, Philippines The Lead Tree - Clark Outsourcing Full time ₱900,000 - ₱1,200,000 per year

    Position Title: Client Services LiaisonWork Set Up: OnsiteSchedule: 7:00 AM to 4:00 PM PH TimeJob Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark PampangaQuick Rundown:We are seeking a highly motivated and detail-oriented Client Services Liaison to join our growing team. In this role, you will work closely with our Client Services...


  • San Fernando, Central Luzon, Philippines Outsourced Full time

    OverviewWe\'re seeking a detail-oriented Administrative Assistant to support our certification team with data entry and administrative processes. The ideal candidate will play a key role in ensuring smooth lodgment and tracking of building applications, certificates, and property documentation across relevant regulatory portals.Key ResponsibilitiesAccurately...


  • San Fernando, Central Luzon, Philippines Outsourced Full time ₱300,000 - ₱450,000 per year

    Job DescriptionAbout Us:Outsourced. ph is a leading ISO-certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and...


  • San Fernando, Central Luzon, Philippines Mass Markets Full time

    Join to apply for the Administrative Assistant role at Mass Markets.1 day ago Be among the first 25 applicantsJoin to apply for the Administrative Assistant role at Mass Markets.Position OverviewMCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients. With a...


  • San Fernando, Central Luzon, Philippines Outsourced Full time ₱250,000 - ₱350,000 per year

    About Us:Outsourced. ph is a leading ISO-certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work...


  • San Fernando, Central Luzon, Philippines KINGMERBI CORPORATION Full time ₱192,000 per year

    Maintain accurate financial records of daily sales, purchases, and expenses.Prepare and monitor invoices, receipts, and payment records.Manage accounts payable and accounts receivable.Assist in payroll preparation and government remittances (SSS, PhilHealth, Pag-IBIG, BIR).Maintain organized filing of financial and administrative documents.Assist management...


  • San Fernando, Central Luzon, Philippines Beepo Full time ₱900,000 - ₱1,200,000 per year

    Discover 100% YOU as an Finance Administrator Apply nowPosition: Finance AdministratorLocation: Central LuzonWork setup & shift: Remote | Day ShiftWhat's in it for you?Competitive Total Rewards (Compensation, Allowance, HMO, and Paid Time Off)Employee Referral ProgramWork Life BalanceYour RoleAs an Finance Administrator, you are responsible for:Process and...


  • San Fernando, Central Luzon, Philippines Rhino Squad LLC Full time $15,000 - $20,000 per year

    I'm Rhino Julie, and I LOVE building super teams to service our clients' needs.If you love a challenge, love problem solving, love working with others (and also love working by yourself LOL), and it makes you happy when you overdeliver for clients, I want you on my teamMy promise to you:I provide a FUN working environment.We are constantly learning new...


  • San Fernando, Central Luzon, Philippines PEERWEALTH CORP Full time $40,000 - $60,000 per year

    This is a fantastic opportunity to join a highly regarded BPO located in Clark Development Corporation, Philippines.PeerWealth Corp is an established boutique BPO, servicing Australian clients. Ongoing expansion has crafted an exciting opening for junior accountants to join our growing ranks.Friendly and supportive office cultureSupport and guidance from...


  • San Fernando, Central Luzon, Philippines J Tanglaw Group of Pawnshops, Inc. Full time ₱200,000 - ₱300,000 per year

    JOB SUMMARY:This position will report directly to the Chief Executive Officer and work with the rest of the Admin department in providing a supportive force behind the executives, the people, and the processes in the office. The job holder will be tasked to ensure smooth operations across departments by overseeing various clerical and administrative...