hammerjack

Financial Planning Assistant

hammerjack

full-time

Posted on:

Location Type: Hybrid

Location: Angeles • 🇵🇭 Philippines

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Job Level

Junior

About the role

  • Set up client files and add client data to the financial planning software
  • Prepare forms, documents, and templates.
  • Type up client questionnaires & portfolio reports
  • Prepare product comparison reports - this requires emails, phoning insurance and investment companies and getting specific client portfolio information.
  • Prepare insurance premium estimates and quotes using specific software
  • Prepare application forms, reports & mindmap presentations
  • Submit application forms and follow-up applications, insurance underwriting, medicals etc
  • Phoning clients & establishing good work relationships
  • Download and collate documents and other research
  • Update and maintain client database
  • Basic marketing activities (i.e. sending email newsletters, arranging client events)
  • Managing database in CRM system
  • Client-facing tasks that require providing quality service to our clients through direct meetings via Zoom, online messages or phone conversations

Requirements

  • Bachelor's degree in Accounting, Business Administration, or any related field
  • At least 1-3 years of experience as a Financial Planning Assistant
  • Must have a passion for customer service
  • Proficient use of MS Outlook, Excel, Word, and PowerPoint
  • Proficiency or familiarity with Google Workspace
  • Excellent communication and research skills
  • Ability to self-manage and show initiative to drive results
  • Flexibility; ability to multitask, adapt to changing priorities, and prioritize projects
  • Willingness to undergo training for the Australian accredited Finance & Mortgage Broking Certification
  • Should be willing to work twice a week onsite in the Angeles Pampanga office.
Benefits
  • Flexibility : Work hybrid (remotely and from one of our inspiring offices) and enjoy a better work-life balance!
  • Inspiring Workspaces : Our offices are strategically located and designed to fuel your best work.
  • Free Unlimited Barista Coffee and Booze : Enjoy refreshments from our cafe and beverage bar.
  • Dynamic Open Spaces : Conducive for productivity and creativity.
  • State-of-the-Art Security : Ensuring your safety and peace of mind.
  • Game Rooms : Take a break and unwind with our recreational facilities.
  • Competitive Compensation : Your talents deserve to be rewarded! We help you negotiate with our clients.
  • Professional Growth : Access to ongoing training and development opportunities to help you reach your full potential.
  • A Supportive Community : Join a diverse and inclusive team that's dedicated to your success.
  • Global Impact : Be part of something bigger and make a difference on a global scale.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planning softwareinsurance premium estimatesapplication formsportfolio reportsproduct comparison reportsclient questionnairesdatabase managementmarketing activitiesresearch skillscustomer service
Soft skills
excellent communicationself-managementinitiativeflexibilitymultitaskingadaptabilityprioritizationrelationship building
Certifications
Bachelor's degreeFinance & Mortgage Broking Certification