Remote Financial Advisory Assistant - Part-Time

BruntWork; Metro Manila; Remote; PHP 1,236,000 - 1,483,000; Part time

Benefits offered by this job

Permanent work from home

Immediate hiring

Job summary

BruntWork is seeking a Financial Advice Assistant (Trail) to join a New Zealand-based advisory practice. You will act as the right hand to a busy financial advisor, handling client communications and administrative support to keep operations running smoothly.

Positioned at the center of client relationships, you will work remotely using streamlined desktop tech and receive comprehensive training to ensure success. This role offers part-time hours and flexible scheduling.

Qualifications

• Fluent English with excellent written and verbal communication.
• Attention to detail and commitment to accuracy.
• Proactive communication and willingness to ask clarifying questions.
• Ability to work independently with remote desktop technology.
• Flexibility to manage 10–20 hours per week.

Responsibilities

• Handle incoming client calls and respond to client inquiries professionally and efficiently.
• Manage financial advice writing and correspondence on behalf of the advisor.
• Utilize Trail software to track and manage client interactions and documentation.
• Work through remote PC access to complete tasks using pre-configured systems and logins.
• Follow detailed training materials to understand client workflows and processes.
• Maintain meticulous attention to detail across all client-facing communications.
• Ask clarifying questions rather than making assumptions to ensure accuracy.
• Adapt to fluctuating workload during busy and slow periods throughout the year.

Skills

Fluent English

Attention to detail

Independent worker

Willingness to ask questions

Tools

Trail software

Job description

BruntWork is seeking a Financial Advice Assistant (Trail) to join a New Zealand-based advisory practice. You will act as the right hand to a busy financial advisor, handling client communications and administrative support to keep operations running smoothly.

Positioned at the center of client relationships, you will work remotely using streamlined desktop tech and receive comprehensive training to ensure success. This role offers part-time hours and flexible scheduling.