ADMINISTRATIVE OFFICER (FINANCIAL PLANNING)Profitmaster BPO Inc

Job Descriptions
Paraplanning, working closely with planner to identify investment needs that includes analyzing clients' needs and researching and recommending suitable products aligned to those needs
Collaborate with the marketing team to create innovative ways to gain exposure for client programs
Assist in monitoring active marketing program and developing ways to improve campaigns
Function as data entry clerk
Perform other related duties as may be assigned by the client
Calendar management, including appointment setting
Monitor, books, and managers all travel managements for directors
Handle incoming and outgoing communications, including electronic mails
Maintains and updates confidential files
Job Qualifications
2 years of experience in administration, ideally with an Australian financial planner
Graduate of Business Administration or related course
Excellent English oral and written communication skills
Computer literate in MS Office
Familiar with XPLAN software
Familiar in Paraplanning related to financial & investment needs
Keen to learn new concepts quickly and independently
Highly motivated with an exceptional work ethic and client focus with very strong attention to
Experience:
Australian Financial Planner: 2 years (Required)