Financial Planning Assistant

About the role

Overview of the Role A Financial Planning Assistant is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements. Main duties include: Summarize client details, set files, and add data to the financial planning software Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information. Preparing application forms, reports, and mindmap presentations. Submitting application forms and following up on applications, insurance, underwriting, medicals, etc. Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc for client meetings Schedule meetings, and appointments and manage travel itineraries. Develop and sustain a level of professionalism among staff and clientele Uphold a strict level of confidentiality Other tasks as assigned by the client or team leader Successful applicants should: Graduate of any course or other related courses but must have a passion for customer service At least 2 years completion in college + 2 years of work experience Proficient use of Microsoft Applications and Google Workspace Excellent communication and research skills Ability to self-manage and show initiative to drive results Flexible; ability to multitask, adapt to changing priorities, and prioritize projects Has an internet connection of at least 15 Mbps Residence within Cebu 500K per incident HMO coverage + Dental & Optical benefits 2-week paid Christmas vacation 25K Educational Assistance Training and equipment will be provided Fixed Schedule of Mon-Fri from 7 AM to 4 PM

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Company Intel

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