Financial Planning Admin Pro: Client Service & Compliance

Task-Wise Va Consultancy Inc.; Camarines Norte; On-site; PHP 279,000 - 446,400; Full time

Benefits offered by this job

HMO coverage with dependent benefits

21 leave credits plus client-based holidays

Competitive salary

Supportive work environment

Job summary

A leading financial consultancy firm is seeking an Administration Assistant in the Philippines to support financial planning teams. This role is pivotal in ensuring seamless client service, accurate portfolio management, and compliance adherence. With a focus on detail and effective communication, the assistant will assist with meeting preparation, documentation, and client inquiries. Candidates should have strong organizational skills and proficiency in Microsoft Office along with experience in financial services. Competitive salary and excellent career advancement opportunities are offered.

Qualifications

• Strong written and verbal communication skills are essential.
• Experience in financial planning or related fields is highly regarded.
• Ability to manage multiple priorities in a professional services environment.

Responsibilities

• Respond to client inquiries promptly and maintain accurate records.
• Assist advisers with meeting preparation and documentation.
• Manage end-to-end review processes and ensure compliance.

Skills

Attention to detail

Organisational skills

Written communication

Verbal communication

Microsoft Office proficiency

Client-focused mentality

Tools

Microsoft Office

Xplan CRM

HUB24

Netwealth

BT Panorama

SharePoint

Job description

A leading financial consultancy firm is seeking an Administration Assistant in the Philippines to support financial planning teams. This role is pivotal in ensuring seamless client service, accurate portfolio management, and compliance adherence. With a focus on detail and effective communication, the assistant will assist with meeting preparation, documentation, and client inquiries. Candidates should have strong organizational skills and proficiency in Microsoft Office along with experience in financial services. Competitive salary and excellent career advancement opportunities are offered.