Cebu:Financial Planning Assistants
Local
1 month ago
BSA Solutions Inc. is hiring a
Posted 1 month ago
Apply before August 4, 2022

  • Are you good with numbers?
  • Looking to take your career to the next level?
  • Do you want to work with some of the best financial planning businesses in Australia?

APPLY NOW.

  • FIXED DAYSHIFT SCHEDULE MONDAY TO FRIDAY
  • WEEKEND OFF
  • TWO WEEKS CHRISTMAS BREAK

This is a full-time, permanent position with flexible work arrangements – office-based, work-from-home or hybrid.

We have offices located in various locations to cater for your travel needs:

  • Mabolo, Cebu City
  • Ayala Center Cebu
  • IT Park, Cebu City
  • Mandaue City, Cebu
  • San Fernando, Pampanga
  • Dumaguete, Negros Oriental

ABOUT THE ROLE

We are hiring Client Services Administrators/Financial Planning Assistants to work with financial advisers in Australia and provide them with back-office administrative support.

Responsibilities:

  • Setting up information and managing financial planning CRM;
  • Facilitating banking reconciliation and reporting;
  • Preparing reports and documentation for client meetings;
  • Liaising with financial institutions, banks, and fund managers;
  • Researching insurance plans and coverages; and
  • Transcribing voice-recorded file notes.

Requirements

  • A degree in Accounting or Business Administration or equivalent;
  • Have at least 2+ years experience in Accounting, Bookkeeping, Insurance, Bank, BPO (under billing, insurance, banking, Healthcare accounts) or equivalent;
  • Good command of English and have excellent communication skills;
  • Analytical and have high attention to detail;
  • Have experience in any financial, banking, or accounting systems such as Quickbooks, Xero, Peachtree, SAP, Xplan (preferred but not required)

Benefits

  • Work from Mondays to Friday only (fixed dayshift schedule and weekends off)
  • 220k HMO (1 free dependent at the start date of your employment)
  • Paid Australian holidays
  • Competitive compensation
  • 2 weeks vacation in December
  • Monthly awards, attendance incentive, company events
  • Personalised learning & development program, coaching and mentoring by qualified and experienced professionals
  • Modern fit-out & workstation designed for Covid-19 prevention

How do you apply?

To learn more and apply, visit us at: https://ph.jora.com/job/Cebu-:financial-Planning-Assistant-62cb88f9d9b9528a6ef81126654cadce?from_url=https%3A%2F%2Fph.jora.com%2Fj%3Fa%3D7d%26l%3D%26p%3D3%26q%3Dvirtual%2Bassistant%26sp%3Dfacet_listed_date%26st%3Ddate%26surl%3D0%26tk%3DMUQk_KU_efdcgY8Y6Toa-yT4pxFOtCZNPNPslEmSG&sl=&sol_srt=a09b02c0-0a29-4016-9bb9-e0d0cd136a27&sp=serp&sponsored=false&sq=virtual+assistant&sr=24&tk=MUQk_KU_efdcgY8Y6Toa-wfdF___yGnbMOresNevz or click the Apply Now Button below.

No Sign up Required :)

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