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