Financial Planning Assistant - Admin & Implementation

Overview

Role involves financial planning support and administrative tasks.

Ideal candidate has 5+ years in finance with strong communication skills.

Locations

• Philippines

Requirements

• 5 years experience in finance
• Background in finance or lending
• Proficiency in MS Office

Responsibilities

• Prepare and lodge financial forms
• Track implementation tasks
• Manage internal databases
• Draft client correspondence
• Assist with report generation
• Liaise with providers
• Ensure accuracy in work
• Support ad hoc tasks

Benefits

• Medical, Dental Coverage
• Life insurance
• Paid Vacation and Sick Leave
• Competitive salary package
• Financial Assistance Program
• Government Benefits
• 13th Month Pay
• Career growth opportunities