Financial Planning admin assistant clark pampanga based - with 2 years of related experienceShore 360

Description
Roles and Responsibilities
- Obtain and upload superannuation client summaries and data for upcoming meetings with financial advisors
- Obtain and upload Westpac Summaries for upcoming meetings with financial advisors
- Upload client interview notes after meeting with financial adviser into Adviser Logic
- Ensure all data entered is done so accurately and carefully update relevant fields
- Prepare engagement letters after meeting notes uploaded and advised relevant PA when ready to issue to the client
- Update change of addresses for clients
- Update database when clients property loans have settled and informed relevant teams
Required Experience
- Previous experience working in an office environment within the administration is preferred but not required
Minimum Qualifications
- Secondary education required
- Degree qualified
A Successful Candidate must have
- Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint, and Outlook)
- Excellent verbal and written communication skills
- An attitude of being organised and able to meet deadlines
- Ability to prioritise tasks as required by the administration team
- Work effectively with others in a team environment
Perks
- Free barista-style coffee
- Free parking and jeepney services
- Highly engaged team
- Unlimited potential for growth
- Challenging role
- Fun and family-oriented working environment
Requirements
Minimum education level: Bachelor ́s Degree
Years of experience: 2
Availability for travel: No
Availability for change of residence: No
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Pampanga, Central Luzon ·  Today, 01:57 PM
Work type
Full Time