Virtual Assistant/paraplannerHammerjack

hammerjack is an innovative Australian company that specialises in offering top-tier skilled professionals in various fields, including but not limited to Administration, Finance and Accounting, IT Programming, Engineering, Sales and Marketing, and many others.
Whether you prefer a hybrid or work-from-home setup or the full office experience, hammerjack provides all employees with the opportunity to enjoy the benefits of an eco-friendly workplace, a playroom, free meals, and unlimited access to a built-in bar stocked with drinks and snacks.
It's a place where professionals are inspired to advance and innovate, adapting to the "new normal" of today's world.
QUALIFICATIONS
Excellent communication skills (verbal and written)
Strong organisational, project management and problem-solving skills with implacable multi-tasking abilities
Ability to follow process and work independently
Detail oriented | can communicate progress and/or report issues.
Experience working with AU Financial Advisers is an advantage.
DUTIES AND RESPONSIBILITIES
Back-office Admin task for AU Financial Advisers
Conduct Super data /insurance research from superannuation/life insurance providers/institutions.
Preparation of client correspondence (engagement letters, review meeting pack)
CRM Management (Updating and Maintaining client details - HubSpot and Salesforce)
Basic paraplanning - generate simple Record of Advice (RoA)
What's in it for you?
Competitive Salary
Permanent Work From Home
Retention Bonus (Up to Php 100,000)
Health Coverage for you and one of your qualified dependents on Day 1
Day shift (AU Time zone) + Fixed Weekends Off
Paid Time Offs - can be converted into cash
Government Mandated Benefits - 13th-month pay.
Group Life Insurance
Additional Perks and Benefits:
Work from Home Equipment Provided
Free Access to Bar (Unli Premium Coffee, Soda, Tea, and Booze)
Free Meal every Wednesday
Monthly Employee Engagement activities
Wellness Programs
Townhall Events
Christmas Events, Year-end Parties
Outings
Team Building
Acoustic Jamming Sessions
Job Type: Full-time
Application Question(s):
Would you be amenable to a full-time onsite role (5 days a week) on our Makati and Pampanga site?
Experience:
Virtual Assistant: 2 years (Required)
AU Financial Planing: 1 year (Required)
AU Insurance: 1 year (Required)
Paraplanner: 2 years (Required)
Virtual Assistant/Paraplanner (PRM0001)
Summary of role requirements:
Looking for candidates available to work on weekdays
1 year of relevant work experience required for this role
Working rights required for this role