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Financial Planning Assistant: Australian Account (Temporary WFH + 200K HMO + Fixed day-shift)

2 to 4 Years

Open to Work From Home

Koruna Assist Back Office Solution Inc.

Established in 2018
11-50 Employees

Keppel Center Cebu, Cebu Business Park, Luz, Cebu City, Cebu

Total vacancies for this job title : Over 10

Posted On: May 04, 2021

Job ID: 379646


Koruna Assist Back Office Solution Inc. 
Office: Keppel Center Cebu, Cebu Business Park, Brgy. Luz, 6000 Cebu City (Temporary in WFH set-up due to pandemic but is an office-based company)
Working Hours: Regular Hours, Mondays- Fridays 7 AM- 4 PM (Day-shifts only)
  • 200K HMO w/ Dental Coverage + Optical Perks
  • Miscellaneous Allowance + Incentives + Bonuses
  • Perfect Attendance Rewards
  • Complete WFH equipment set up w/ Internet subsidy
  • 20 paid days off
  • 2 weeks paid off over Christmas
  • 6 months increase and yearly appraisal
  • Opportunity for career growth
Assistant to Financial Adviser - Australia
We are in need of an Assistant to Financial Planner who could help an Australian business with the implementation of their Advice, Product Research, dealing with insurance companies and more.
About YOU:
  • Must be residing in Metro Cebu ONLY
  • You are motivated, goal-oriented, and enthusiastic
  • Experienced using Xplan to do administration tasks
  • Proficient using MS Office (excel)
  • You have exceptional communication and follow-up skills
  • Finance Background is a must
  • Strong attention to details
  • At least 1-2 year(s) of working experience in the related field is required for this position
  • Candidate must possess at least Bachelor's/College Degree in Finance/Accountancy/Banking or equivalent.
  • Preferably 1-4 Yrs Experienced Employee specialized in Banking/Financial Services or equivalent.
Job Responsibilities:
  • Setup client files
  • Add client data to the financial planning software
  • Prepare forms, documents, templates, etc. for client meetings 
  • Summarize client details
  • Prepare portfolio reports
  • Prepare product inquiry forms and research
  • Prepare product comparison reports. This requires emails, phoning insurance and investment companies and get specific client portfolio information
  • Prepare insurance premium estimates and quotes using specific software
  • Prepare application forms
  • Submit application forms
  • Follow up applications, insurance underwriting, medicals etc.
  • Arrange medical tests and personal statement interview
  • Online research
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