Financial Planning administrator | day shift and weekends offZigZag Careers

Join an Australian privately owned financial planning business, providing advice for 30 years in:
Superannuation
Investment
Insurance
Estate Planning
Accounting and Taxation
Finance
We are a dynamic and growing organization and require motivated team members to achieve our goals.
Responsibilities:
Carry out policy calls and the data entry and ongoing administration associated.
Assist with the requesting of Insurance Quotes and follow-up.
Monitoring of submission and progress of administration documents such as Information Authorities.
Complete product comparison reports and analysis, including research and contacting providers for specific client portfolio information.
Data entry, including updating of client files and maintaining accuracy.
Research of existing investment and insurance products.
Liaising with insurance firms, superannuation funds, and other platforms.
Requirements:
At least two years experience in the Financial Planning industry.
Paraplanning experience is preferred.
Good verbal and written communication skills.
Strong skills in MS Word and MS Excel.
XPLAN experience is desirable.
Temporary hybrid work set-up.
Onsite by September 2022.
Applicants must be willing to work in Sheridan, Mandaluyong City.
Full-Time role.
Powered by JazzHR
ZigZag Careers

Ortigas Center, Pasig City
Permanent
Full-time