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Paraplanner - Virtual Assistant - Up to 18k- Hybrid (Work from Home/Onsite)

₱16,000 - 18,000 per month

2 to 4 Years
With Business Certificates
Established in 1970
10,000+ Employees
Mango Square, General Maxilom Ave, Cebu City, 6000 Cebu, Kamputhaw, Cebu City, Cebu
Total vacancies for this job title: Over 30
Posted On: May 17, 2022
Job ID: 403099

Details

Quess Corporation is URGENTLY hiring for Virtual Assistants - Paraplanners for our Australian Client (Finance)


Earn up to 18k!

Morning Shift!

 

Qualifications:

 

  • Graduates of Accountancy, Business Administration – Major in Mgt Acctg, Management, Finance, Engineering, Mathematics, Information Tech and other related courses

  • At least 2 years completion of the said courses + 2 years work experience

  • FRESH GRADS OF THE SAID COURSES ARE WELCOME TO APPLY

  • Experience with and good working knowledge of various tax structures (highly regarded)

  • Proficient use of MS Outlook, Excel, Word, and PowerPoint

  • Proficiency or familiarity with Google Workspace

  • Excellent communication and report-making skills

  • Ability to analyze data and run scenarios

  • Good understanding of compliance issues

  • Willingness to undergo an 8-week training for the Australian accredited Advanced Diploma of Paraplanning (formerly known as RG 146 Certification)

  • Can work in Hybrid Set-up (Work From Home and Work Onsite)

  • Can work in Morning Shift

  • For WFH Set-up, Must have stable internet connection

  • Company equipment will be provided

     

    PERKS:

  • Flexible Work Assistance: Electricity & Data subsidies

  • Company provided equipment

  • Paid 2 weeks Christmas Vacation

  • 500K per incident HMO coverage + Dental & Optical Benefits

  • Free Medical Consults for you and your family

  • Interest-free company loans

  • Company Savings Program with company top-ups 25K

  • Educational Assistance Bereavement Assistance

  • Free monthly professional & development training programs

  • Clear & Exciting Career Path with salary increments on your 6th, 12 month & promotions

    JOB DESCRIPTION:

     

  • A Paraplanner or Financial Strategist is responsible for completing non-client-facing tasks involved in preparing a Financial Plan/ Strategy for a client. In this role, you will be able to crunch numbers and analyze tax laws and legislation to come up with strategies to help clients maximize wealth, reduce tax and plan for the future

    Responsibilities:
    Preparing Statement of Advice documents and updating Statement of Advice templates
    Preparing Record of Advice documents, financial planning file notes and personal insurance cover quotes
    Performing financial modelling
    Comparing different financial planning modelling scenarios for clients
    Entering client data into financial planning software (popular software programs are COIN, Xplan & Midwinter)
    Review client documents related to investment strategy and portfolio re-weighting

    HOW TO APPLY?

You can send your updated CV to the email below:

 

augusto.m@quesscorp.ph

 

with Subject: VA_Paraplanner

 

Thank you!

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