Senior Financial Planning Assistant - Client-Focused Ops

Virtual Business Partners Pty. Ltd.; Cebu City; On-site; PHP 502,000 - 725,000; Full time

Benefits offered by this job

500K HMO coverage

2-week paid Christmas vacation

Electricity & Data subsidies

25K Educational Assistance

Training and equipment provided

Job summary

A leading financial services firm in Cebu City is looking for a Senior Financial Planning Assistant to support their financial planning team. Responsibilities include preparing client reports, managing data, and upholding client confidentiality. Candidates should have at least 3 years in a financial planning or client service role, strong proficiency in MS Office, and excellent communication skills. The role offers competitive benefits including HMO coverage, a paid Christmas vacation, and educational assistance.

Qualifications

• Minimum of 3 years experience in financial planning, insurance, or client service roles.
• Ability to multitask and prioritize tasks effectively.
• Possess a high level of confidentiality and professionalism.

Responsibilities

• Summarize client details and manage client files.
• Prepare product comparison reports and portfolio reports.
• Organize and track client advice recommendations.

Skills

MS Office proficiency

Strong attention to detail

Excellent communication skills

Organizational skills

Time management skills

Education

Graduate in finance, business, or related field

Tools

CRM software

Google Workspace

Job description

A leading financial services firm in Cebu City is looking for a Senior Financial Planning Assistant to support their financial planning team. Responsibilities include preparing client reports, managing data, and upholding client confidentiality. Candidates should have at least 3 years in a financial planning or client service role, strong proficiency in MS Office, and excellent communication skills. The role offers competitive benefits including HMO coverage, a paid Christmas vacation, and educational assistance.