Financial Planning Assistant (CDO)

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

Requirements

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 or Cagayan de Oro

Benefits

• 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