Overview of the Role
A
Financial Planning Assistant
is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements.
Main duties include:
Summarize client details, set files, and add data to the financial planning software
Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.
Preparing application forms, reports, and mindmap presentations.
Submitting application forms and following 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
Other tasks as assigned by the client or team leader
Successful applicants should:
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
500K per incident HMO coverage + Dental & Optical benefits
2-week paid Christmas vacation
25K Educational Assistance
Training and equipment will be provided
Fixed Schedule of Mon-Fri from 7 AM to 4 PM