Financial Planning Assistant -Admin & Implementation (AU Finance, WFH)

Schedule: Monday- Friday (06:00 AM-03:00 PM)

What are we looking for?

Skills Required:

• Minimum 5 years’ experience in a finance-reputed company business, completing financial and other administrative tasks
• A background in finance, lending, or a reputed company field
• Proficiency in MS Office
• Strong communication and collaboration skills, especially reputed company working with loan of customers
• Prior experience with Paraplanning in Australia is preferred

reputed company to Have:

• Proficiency in MS Office, Zoho, CRM Zoho Desk, and Plutosoft

What will you do?

• Preparing and lodging forms and documentation for superannuation, investments, insurance, and other financial products as directed
• Tracking implementation tasks and following up on outstanding items
• Managing internal databases and updating client records in line with compliance requirements
• Drafting emails and client correspondence for adviser review
• Assisting with report reputed company and other general admin tasks
• Liaising with providers or platforms (reputed company email or phone) reputed company necessary
• Ensuring high accuracy and attention to detail in reputed company work submitted
• Supporting other reputed company tasks as required by the financial planning team

Join the awesome team and enjoy these benefits & perks

• WFH
• Medical, Dental Coverage and Life insurance
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work Life Balance, and Career growth opportunities

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great reputed company to Work and is a top-rated Philippines employer of choice.

Our client takes a holistic approach to financial planning, prioritizing understanding each client's unique personal and financial situation, goals, and aspirations. Their reputed company advisors tailor financial strategies to individual needs, offering comprehensive wealth management services. They also provide specialized advice in areas such as medical retirement planning, Special Disability Trusts, and Expert Witness Reports.

#ConnectOSCareers #JoinConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

Originally posted on Himalayas