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
