Financial Planning assistant (pa0005)Hammerjack

Join Our Professional Community: Forge Connections, Shape Futures, Together, Powering Businesses Worldwide!Are you ready to be part of a professional community that's powering businesses globally to save, grow and transform? Do you want to work with innovative technology, alongside talented professionals who share your passion for excellence? Look no further - hammerjack has the perfect opportunity for you!Role: Financial Planning Assistant
Location: Hybrid - 2x a week Onsite in Angeles Pampanga OfficeAbout Us:
At hammerjack, we're not just another outsourcing company - we bring together skilled professionals from the Philippines with businesses worldwide, leveraging expert operations and the latest technology to create connections that empower our community. Our mission? To improve lives by fostering meaningful professional relationships and driving success on a global scale.Our Impact:
Over the years, we've built workplaces that empower employees to thrive, contributing in meaningful ways to the success and culture of companies around the globe. With our focus on professional services and our people-first culture, hammerjack has become a trusted partner for businesses and professionals alike, humanizing the outsourcing industry one connection at a time.Duties and Responsibilities
Set up client files and add client data to the financial planning software
Prepare forms, documents, and templates.
Type up client questionnaires & portfolio reports
Prepare product comparison reports - this requires emails, phoning insurance and investment companies and getting specific client portfolio information.
Prepare insurance premium estimates and quotes using specific software
Prepare application forms, reports & mindmap presentations
Submit application forms and follow-up applications, insurance underwriting, medicals etc
Phoning clients & establishing good work relationships
Download and collate documents and other research
Update and maintain client database
Basic marketing activities (i.e. sending email newsletters, arranging client events)
Managing database in CRM system
Client-facing tasks that require providing quality service to our clients through direct meetings via Zoom, online messages or phone conversations
Qualifications
Bachelor's degree in Accounting, Business Administration, or any related field
At least 1-3 years of experience as a Financial Planning Assistant
Must have a passion for customer service
Proficient use of MS Outlook, Excel, Word, and PowerPoint
Proficiency or familiarity with Google Workspace
Excellent communication and research skills
Ability to self-manage and show initiative to drive results
Flexibility; ability to multitask, adapt to changing priorities, and prioritize projects
Willingness to undergo training for the Australian accredited Finance & Mortgage Broking Certification
Should be willing to work twice a week onsite in the Angeles Pampanga office
What's in It for You:
Flexibility: Work hybrid (remotely and from one of our inspiring offices) and enjoy a better work-life balance!
Inspiring Workspaces: Our offices are strategically located and designed to fuel your best work.
Free Unlimited Barista Coffee and Booze: Enjoy refreshments from our cafe and beverage bar.
Dynamic Open Spaces: Conducive for productivity and creativity.
State-of-the-Art Security: Ensuring your safety and peace of mind.
Game Rooms: Take a break and unwind with our recreational facilities.
Competitive Compensation: Your talents deserve to be rewarded! We help you negotiate with our clients.
Professional Growth: Access to ongoing training and development opportunities to help you reach your full potential.
A Supportive Community: Join a diverse and inclusive team that's dedicated to your success.
Global Impact: Be part of something bigger and make a difference on a global scale.
Ready to Make a Difference?If you're ready to join a dynamic team and be part of something truly special, we want to hear from you! Apply directly on this job ad, and let's forge a brighter future together!hammerjack is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
hammerjack

Angeles City, Pampanga
Permanent
Full-time