Financial Planning Assistant

Jobtailor; Cebu City; On-site; PHP 260,000 - 380,000; Full time

Job summary

Jobtailor is seeking a detail-oriented coordinator to support financial planning tasks for clients in Cebu. You will organize client files, prepare reports, and manage digital communications with insurers and investment firms.

The role emphasizes accuracy, confidentiality, and proactive multitasking, with Microsoft Office and Google Workspace proficiency, and a reliable internet connection.

Qualifications

• Graduate of any course with a passion for customer service.
• At least 2 years college completed + 2 years work experience.
• Proficient in Microsoft Office and Google Workspace.
• Excellent communication and research skills.
• Able to self-manage and show initiative to drive results.
• Flexible; able to multitask, adapt to changing priorities, and prioritize projects.
• Has an internet connection of at least 15 Mbps.
• Residence within Cebu.

Responsibilities

• Summarize client details, set files, and add data to the financial planning software.
• Prepare product comparison reports involving digital correspondence with insurance and investment companies to gather client portfolio information.
• Prepare application forms, reports, and mindmap presentations.
• Submit application forms and follow up on applications, insurance, underwriting, medicals, etc.
• Prepare portfolio reports, presentations, and documents for client meetings.
• Schedule meetings and appointments and manage travel itineraries.
• Develop and sustain a high level of professionalism among staff and clientele.
• Uphold a strict level of confidentiality.
• Perform other tasks as assigned by the client or team leader.

Skills

Customer service passion

Communication skills

Research skills

Self-management

Initiative

Flexibility

Multitasking

Adaptability

Education

College graduate

Tools

Microsoft Office

Google Workspace

Financial Planning Software

Job description

• Summarize client details, set files, and add data to the financial planning software
• Prepare product comparison reports involving digital correspondence with insurance and investment companies to gather specific client portfolio information
• Prepare application forms, reports, and mindmap presentations
• Submit application forms and follow up on applications, insurance, underwriting, medicals, etc.
• Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc. for client meetings
• Schedule meetings and appointments and manage travel itineraries
• Develop and sustain a level of professionalism among staff and clientele
• Uphold a strict level of confidentiality
• Perform other tasks as assigned by the client or team leader

Requirements

• Graduate of any course or other related courses but must have a passion for customer service
• At least 2 years completion in college + 2 years of work experience
• Proficient use of Microsoft Applications and Google Workspace
• Excellent communication and research skills
• Ability to self-manage and show initiative to drive results
• Flexible; ability to multitask, adapt to changing priorities, and prioritize projects
• Has an internet connection of at least 15 Mbps
• Residence within Cebu

Core Competencies

Demonstrates proficiency in financial planning software and Microsoft Applications, with strong communication and research skills. Capable of managing client interactions, preparing detailed reports, and maintaining confidentiality while adapting to changing priorities.

Highest-signal resume keywords

• Financial Planning Software Proficiency
• Microsoft Applications Proficiency
• Google Workspace Proficiency
• Excellent Communication Skills
• Customer Service Passion

Soft Skills

• Self-Management
• Initiative
• Flexibility
• Multitasking
• Adaptability

Industry Keywords

• Client Portfolio Information
• Application Forms
• Reports
• Presentations
• Confidentiality
• Travel Itineraries
• Digital Correspondence
• Insurance
• Investment Companies
• Cebu Residence