Assistant Manager - Retirement Services

Work-1 Manpower Recruitment Services

Pasay

On-site

PHP 334,800 - 502,200

Full time

14 days+

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Job summary

Work-1 Manpower Recruitment Services in Pasay is seeking an Associate to assist in retirement services operations, answer client inquiries, and support retirement plan administration. The role emphasizes accuracy, confidentiality, and client-focused service in a busy office setting.

Ideal candidates hold a finance or business degree, 1–3 years in retirement services, strong communication, and the ability to analyze client needs and propose suitable retirement solutions.

Qualifications

  • Bachelor's degree in Finance or related field.
  • 1–3 years of experience in retirement services.
  • Strong understanding of retirement plans and investment strategies.
  • Excellent communication and interpersonal skills.
  • Ability to analyze client needs and propose retirement solutions.
  • Office environment with potential remote work opportunities.

Responsibilities

  • Assist in managing retirement services operations and processes.
  • Support clients with retirement plan inquiries and provide guidance.
  • Coordinate with team members to ensure efficient service delivery.
  • Maintain and update client records related to retirement plans.
  • Contribute to the development of retirement plan strategies and best practices.

Skills

Retirement plans
Investment strategies
Communication skills
Interpersonal skills

Education

Bachelor's degree in Finance
Business Administration

Job description

On-site - Pasay 1-3 Yrs Exp Bachelor Full-time

Job Description
Government Mandated Benefits
Insurance Health & Wellness
Professional Development

Job Training, Professional Development

Description
  • Assist in managing retirement services operations and processes.
  • Support clients with retirement plan inquiries and provide guidance.
  • Coordinate with team members to ensure efficient service delivery.
  • Maintain and update client records related to retirement plans.
  • Contribute to the development of retirement plan strategies and best practices.
Requirements
  • Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
  • Experience Level: 1–3 years of experience in retirement services or a related field.
  • Skills and Competencies: Strong understanding of retirement plans and investment strategies.
  • Qualities and Traits: Excellent communication and interpersonal skills.
  • Responsibilities and Duties: Ability to analyze client needs and propose suitable retirement solutions.
  • Working Conditions: Office environment with potential remote work opportunities.
Working Location

MOA Square. Mall of Asia Complex, Pasay City, Metro Manila, Philippines

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