Financial Planning adminTOA 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. Why Join TOA Global? Great salary package Work-life balance Unlimited learning while you work and earn Outstanding benefits, including healthcare packages and FREE COVID-19 vaccinations Free Moderna vaccine to all TOA Global employees Family-friendly work environment Strong commitment to volunteerism A culture that fosters the 3Cs: collaboration, creativity, and confidence, to achieve more - together! A workspace and facilities that boost productivity and combat stress Global work experience from the comfort of your home (country) Career development and overall workplace happiness Key Tasks: General processing to be submitted within one day of receipt. Confirmations to be sent to adviser within day of receipt. Centrelink updates to be processed within week of receipt. Centrelink Phone updates resolved efficiently. All file notes to be completed within hour of communication. Processing including, but not limited to Applications, additions and withdrawals, account closures, third party authority, Centrelink nominee and updates, Estate wind up, account amendments. Project work as directed Account Based Pension reviews, Client and Adviser stats, Investment reviews, Client data management, one off projects to enhance efficiencies, Xplan changes, and data management. Staff leave reconciliation Staff data management Qualifications: Xplan, Xero, Insurance knowledge Centrelink experience
Monster

Philippines
Permanent
Full-time