Amazing Paraplanner/Virtual Assistant - Night Shift

Background:
Our new financial services business is looking for a amazing paraplanner & virtual assistant to support our growth and our financial advisors.

Job Description:
Daily Responsibilities include
1. Support new client onboarding by creating client profile in various systems, sending new client agreements and invoices, requesting and uploading client documentation to their profile.
2. Support planner with administrative tasks including client and prospective client correspondence by phone and email; scheduling; billing; compiling reports; data entry
3. Support planner with drafting and updating financial plans, analyzing data and preparing for meetings based on the guidance of the planner.
4. Prepares draft agendas, drafts reports, and gather documents for meetings. Drafts communications on behalf of planner.
5. Attends planning meetings to take notes and action follow up support items.
6. Communicates with clients, CPAs, and other professionals to obtain all necessary documentation to support the planning process.
7. Follow strict rules on information and communication procedures- financial services are regulated industry and only certain details/information can be shared or communicated by unlicensed personnel.

What we are looking for:
1. One years of experience as virtual assistant
2. Two years of experience as paraplanner
3. Highly organized and detail oriented
4. Excellent written English communication skills - most client communications will be made online in written format
5. Experience with variety of financial and planning systems.

Technical Skills:
1. Written communication in English
2. Administrative Skills
3. Paraplanning
4. Follows instructions and guidelines extremely closely

Schedule:
This is a full time position, 8 hours a day, night shift. Hours need to overlap with US Pacific Coast business hours. Can work with 11PM-7AM, or Midnight-8AM, Monday to Friday overnights.

Benefits:
1. 13th Month pay
2. Training - we would like to support you in obtaining training and certifications in financial planning (FPQP, Series 65, CFP) to help further your career and grow.

To Apply:
Include in the subject line "Rockstar Lead Generator - [Your Name]"

Please answer the following questions
1. Where are you in the Philippines?
2. What is your experience in paraplanning?
3. What is your experience as a virtual assistant?
4. Are you able to work the night shift regularly?