Financial assistant (paraplanner)outsourced

Company Description
Outsourced.ph is a leading Philippines outsourcing company providing dedicated remote staff and offshore staffing services. We specialise in providing staff of the highest quality who will continue to exceed your expectations and provide benchmark offshore solutions to your business. With Outsourced you can scale your organisation quickly, easily and cost effectively with dedicated remote staff based in our modern offices in Manila.
Job Description
Preparing ROA's and possible Limited Scoped SOAs
Management of Fee Disclosure Statements and Renewal Notice requirements
Preparation and Collating half yearly reviews, that includes preparing Meeting Packs for Client Meetings
Completing Applications and Lodging Applications (i.e. Super, Investment and Insurance)
Collating all documentation required to be sent with applications, ensuring compliance with IFSA
Maintaining Existing Client Data and Documents
Ensuring financial planning files are compliant (File Reviews)
Booking appointments & diary management
Using various platforms, such as BT Panorama, AMP Portal and Praemium (nice to have)
Accurate data entry and maintenance of the client database to improve data integrity
Liaising with external parties through emails and phone calls
Preparation of outgoing client correspondence and internal document
Qualifications
You must hold a fundamental understanding of Financial Planning (i.e. Superannuation, Investments and Insurances), compliance
XPLAN Experience
Able to take direction and an eagerness to learn
Ability to prioritise and work well under pressure
Ability to work in a team environment
Possess a confident, friendly & mature manner with a positive attitude towards your work
Excellent organisation & time management skills
Excellent communication skills, both written and verbal
Exceptional attention to detail and accuracy
Proficient in Microsoft Office and Outlook
Professional presentation with a motivated & 'can do' attitude
Additional Information
Work Schedule
Monday to Friday (7AM - 4PM; Manila Time)
Location
Temporary Homebased (an equipment will be provided by the company and the candidate should have a stable and reliable internet connection at home; at least 10MBPS)
Eastwood, Libis or Alabang, Muntinlupa (after the pandemic; candidate's preference)
By clicking on the "I'm Interested" button I hereby allow Outsourced Quality Assured Services, Inc. ("Outsourced") to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.
outsourced

Muntinlupa City, Metro Manila
Permanent
Full-time