Financial Advisor administrationTOA Global

TOA Global Company At TOA Global, we know exactly how to provide a great work environment and how important our employees are in serving our clients. Be part of our global team and discover why our workplace is where you should be! 100% dedicated to TOA Global Company At TOA Global, we know exactly how to provide a great work environment and how important our employees are in serving our clients. Be part of our global team and discover why our workplace is where you should be! 100% dedicated to servicing the financial services industry, TOA Global has been providing talented and skilled offshore staff to firms across Australia, New Zealand, and North America since 2013. TOA Global has become one of the largest employers of accountants and bookkeepers in the Philippines and is a proud equal opportunity employer, with a strong mission to make an impact in the community through our volunteerism and commitment to corporate social responsibility (CSR). We provide great salaries, work-life balance, unlimited training, internationally accredited development programs, awesome staff perks and benefits, and a values-centric environment where you will thrive. Duties and Responsibilities Prepare client review documents related to investment strategy and portfolio re-weighing. Update client data and investment details in System Assist with preparing / Prepare Statements of Advice and Records of Advice Prepare/generate performance reports, portfolio valuation and asset allocation. Input of data and portfolio modelling of client strategies through systems Sound like you Then read on! Raise your hand if any - or all - of these are included in your next-career checklist: Great salary package HMO on Day 1 Annual Performance Review Tenure Recognition Program Free and unlimited trainings 20 Service Incentive Leaves Birthday leave for regular employees Work life balance Career development and overall workplace happiness Location: CEBU
Monster

Cebu City, Cebu
Permanent
Full-time