Financial Planning Administrator

Job Title: Financial Planning Administrator

Job Type: Full-Time

Working Hours: 8 hours per day, from 10:30 AM to 7:30 PM (PH Time)

Location: [Specify Location]

Salary: PHP 25,000 - PHP 40,000 per month (Depending on Experience and Qualifications)

Application Requirements:

Before applying, please ensure you have completed the following steps:

IQ Questionnaire: Complete the IQ questionnaire.
DISC Assessment: Complete the DISC assessment
Job Description:

Are you an organized and detail-oriented individual with a passion for financial planning? We are seeking a dedicated Financial Planning Administrator to join our team. As a key member of our organization, you will play a crucial role in assisting our financial planning team to provide exceptional services to our clients.

Responsibilities:

Assist financial planners in the preparation and review of financial documents, reports, and presentations.
Manage client appointments, ensuring timely and efficient scheduling and coordination.
Maintain accurate and up-to-date client records, files, and databases.
Prepare and process administrative paperwork related to client accounts and transactions.
Respond to client inquiries and provide excellent customer service.
Collaborate with the team to ensure smooth operations and seamless communication.
Conduct research and gather information to support financial planning strategies.
Stay updated on industry trends, regulations, and best practices related to financial planning.
Qualifications:

Previous experience as a high-level assistant is essential.
Preferred experience in financial planning assistance or related roles.
Strong organizational skills with keen attention to detail.
Excellent communication skills, both written and verbal.
Proficient in using Microsoft Office Suite and financial planning software.
Ability to work independently and as part of a ---------- monstrated ability to handle confidential and sensitive information.
Professional demeanor and strong interpersonal skills.
Application Instructions:

To apply, please send a message in the app with the following information:

A brief introduction about yourself and your relevant ---------- the title of your message, please include the phrase "Rockstar VA."

Benefits:

Competitive salary based on experience and qualifications.
Opportunity to work with a dynamic and supportive team.
Professional growth and development opportunities.
Positive and inclusive work environment.

If you're ready to contribute to a fast-paced and collaborative environment, where your skills and dedication are valued, we encourage you to apply for this exciting opportunity.

Application Deadline: 31/08/2023