Financial Planning assistantConnectOS

Job Description:
You are someone who is extreme when it comes to organizational skills. Perfection here is not an embarrassment, but a sought-after quality. It is desirable you worked in a financial planning industry or in a similar role, but training would be provided. Book keeping background, or an administrative background that required human interaction and high attention to detail is also acceptable.
In this role, you will be responsible for:
Client onboarding
Evidence collection and due diligence
Liaising with clients, insurers, superannuation funds and social security providers
Preparing and lodging forms accurately
Reports to senior
Preparing regular cash balance reports
Generating invoices and quotes
Generating Fee Disclosure Statements and Ongoing Service Agreements (FDS & OSAs)
Requirements:
You will have:
Bachelor's degree in law, finance, accounting, business or any related field
At least 2 - 4 years experience in related field
Experience in managing others is desirable including administrators and juniors is desirable but not essential.
Local experience is highly desirable
Strong command of the English language is a must, including a clear and plain communication style.
Proven experience in dealing with a variety of stakeholders over phone and email
Excellent active listening skills • Proven skills in advocacy and dispute resolution
Extraordinary organisational and time management skills
High attention to detail
Tech smarts or a willingness to learn about technology
Polite phone and office manner
Patient and understanding
Must have understanding of the financial planning process and regulatory framework including time-lines
Benefits:
Day 1 HMO
Equipment provided
100% Virtual Recruitment Process
Temporary work from home
Work-life balance
Paid Government Mandated Benefits (SSS, PHIC, Pag-IBIG)
SALARY RANGE - 35k-40k
ConnectOS

Mandaluyong City, Metro Manila
Temporary
Full-time