Financial Planning Admin Specialist

Task-Wise Va Consultancy Inc.; Camarines Norte; On-site; PHP 279,000 - 390,600; Full time

Benefits offered by this job

Healthy work environment

Competitive salary

21 leave credits

HMO coverage

Job summary

A financial services consultancy is seeking an efficient and detail-focused Administration Assistant. The role involves providing high-quality administrative support and ensuring seamless client service throughout the financial planning lifecycle. Responsibilities include preparing meeting packs, maintaining client records, and managing review cycles. The ideal candidate will have exceptional organizational skills and prior experience in a similar environment. Join a supportive work culture with opportunities for career advancement and a competitive salary.

Qualifications

• Exceptional attention to detail and disciplined filing.
• Strong communication skills; client-focused and professional.
• Ability to manage multiple priorities in a professional services environment.

Responsibilities

• Provide administrative support across the financial planning lifecycle.
• Respond to client inquiries promptly and professionally.
• Assist in meeting preparations and manage review processes.

Skills

Attention to detail

Organizational skills

Strong written and verbal communication

Technology proficiency

Client-focused

Tools

Microsoft Office

Xplan

CRM platforms

HUB24

Netwealth

Job description

A financial services consultancy is seeking an efficient and detail-focused Administration Assistant. The role involves providing high-quality administrative support and ensuring seamless client service throughout the financial planning lifecycle. Responsibilities include preparing meeting packs, maintaining client records, and managing review cycles. The ideal candidate will have exceptional organizational skills and prior experience in a similar environment. Join a supportive work culture with opportunities for career advancement and a competitive salary.