Paraplanning Admin Assistant — Financial Services Support

DBA Global Shared Services Inc.; Mabalacat; On-site; PHP 391,000 - 614,000; Full time

Job summary

DBA Global Shared Services Inc. in Clark, Philippines, is seeking an Associate Admin Assistant (Paraplanning) to support paraplanners with administrative tasks, document prep, and stakeholder liaison.

The role requires experience with financial planning software such as Xplan and Salesforce. The ideal candidate has a degree in Financial Management/Planning or related field, at least 2 years in financial services, and strong Word/Excel skills.

Qualifications

• Must have a degree in Financial Management/Planning, Business, Banking and Finance or Economics or equivalent.
• Must have at least 2 years of experience in a Financial Services environment.
• A Diploma of Financial Services (DFS) is desirable but not essential.
• Advanced understanding of Word and Excel.
• Experience with financial planning software, including Xplan and Salesforce.
• Effective communication with paraplanners, verbally and in writing.
• Strong financial and analytical skills with attention to detail.
• Strong interpersonal skills to liaise with Financial Advisers and Client Relationship Managers.
• Ability to work independently and in a team, accountable and proactive.
• Willingness to learn and be trained.

Responsibilities

• Prepare annual advice agreements, fee forms, invoices and review packs.
• Implement and terminate annual advice agreements and associated fees.
• Complete assessments to determine if service obligations have been met.
• Ensure client data is updated diligently and accurately in systems.
• Take ownership of tasks through completion.
• Deliver expected results within pre-determined SLAs.
• Interpret and analyse reports.
• Identify and assist in mitigating risk.
• Liaise with paraplanners, Financial Advisers and Client Relationship Managers.
• Adhere to client culture, OH&S, quality assurance, code of conduct, confidentiality and procedures.
• Handle additional ad hoc tasks as required.

Skills

Attention to detail

Communication skills

Time management

Team collaboration

Proactive mindset

Education

Degree in Financial Management/Planning or related field

Tools

Xplan

Salesforce

MS Word

MS Excel

Job description

DBA Global Shared Services Inc. in Clark, Philippines, is seeking an Associate Admin Assistant (Paraplanning) to support paraplanners with administrative tasks, document prep, and stakeholder liaison.

The role requires experience with financial planning software such as Xplan and Salesforce. The ideal candidate has a degree in Financial Management/Planning or related field, at least 2 years in financial services, and strong Word/Excel skills.