Financial Planning Assistant
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Salary Not Disclosed
1 Vacancy
Job Description
Discover Your Future in Financial Planning!
Our client is a national financial planning firm excelling in wealth creation selfmanaged superannuation funds risk protection retirement planning and more. With offices in Canberra and Sydney they extend their toptier services across Australia and internationally. Their clientcentric philosophy focuses on comprehensive transparent advice tailored to each individuals financial situation. Employees benefit from an environment that values worklife balance professional growth and personal development. Our clients proven success in helping clients achieve financial freedom sets them apart as an employer dedicated to both their clients and employees success. Join our client s dynamic team where your career and personal goals are prioritized and achieved.
Navigating Your Role: Essential Insights
Be part of our client s team as a Financial Planning Assistant. Youll prepare reports manage client records ensure regulatory compliance and support financial planning processes. Utilize your expertise in Microsoft Suite and communication skills to thrive in a dynamic goaloriented environment.
Shift: Mon Fri 05:00 AM 02:00 PM
Work Setup: Onsite Makati
Tasks that Count: Core Responsibilities
- Prepare reports and documentation for client meetings.
- Utilize high proficiency in Microsoft Suite particularly MS Outlook Word and Excel.
- Manage competing demands and prioritize tasks based on deadlines.
- (Occasionally) Research and liaise with financial institutions super funds and insurance providers.
- Maintain and update client records in financial planning software.
- Ensure compliance with regulatory requirements by maintaining accurate records.
- Support the creation and maintenance of internal process documentation.
Requirements
Qualifications that Matter: Required Expertise
- Experience in Banking/Financial Services or equivalent.
- High attention to detail.
- Ability to work well under pressure and adhere to deadlines.
- Minimum of 2 years in a current or previous job.
- Excellent communication and followup skills.
- Motivated goaloriented and enthusiastic.
- Willingness to undertake repetitive tasks.
Benefits
Perks and Payouts: Enjoy the Benefits
- Be part of an experienced and enthusiastic team in an established and growing company.
- Work from prime office locations with free unlimited access to the gym (Ortigas and Makati).
- Access topoftheline facilities and technologies.
- Enjoy HMO coverage from day one.
- Take advantage of 20 leave credits with up to 5 days commutable to cash.
- Engage with worldclass foreign clients and partners.
- Participate in employee engagement activities.
Welcome to Emapta Philippines!
Discover a world of possibilities at Emapta where your career takes flight in stability and growth. Join a team that thrives on camaraderie supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration innovation and personal development. We provide you with the platform for your success empowering you to reach new heights in a supportive and inclusive environment.
With a wide roster of international clients from various industries and a proven track record of success Emapta offers a stable foundation for your career. Team up with likeminded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us.
#EmaptaExperience
Qualifications that Matter: Required Expertise Experience in Banking/Financial Services or equivalent. High attention to detail. Ability to work well under pressure and adhere to deadlines. Minimum of 2 years in a current or previous job. Excellent communication and follow-up skills. Motivated, goal-oriented, and enthusiastic. Willingness to undertake repetitive tasks.
Employment Type
Full Time
