Job Opportunities API

Overview of the Role    A  Financial Planning Assistant  is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements.   Main duties include:     Summarize client details, set files, and add data to the financial planning software   Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.   Preparing application forms, reports, and mindmap presentations.   Submitting application forms and following up on applications, insurance, underwriting, medicals, etc.   Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc for client meetings   Schedule meetings, and appointments and manage travel itineraries.    Develop and sustain a level of professionalism among staff and clientele   Uphold a strict level of confidentiality   Other tasks as assigned by the client or team leader   Requirements Successful applicants should:    Graduate of any course or other related courses but must have a passion for customer service   At least 2 years completion in college + 2 years of work experience   Proficient use of Microsoft Applications and Google Workspace   Excellent communication and research skills   Ability to self-manage and show initiative to drive results    Flexible; ability to multitask, adapt to changing priorities, and prioritize projects   Has an internet connection of at least 15 Mbps   Residence within Cebu  Benefits 500K per incident HMO coverage + Dental & Optical benefits    2-week paid Christmas vacation   25K Educational Assistance    Training and equipment will be provided   Fixed Schedule of Mon-Fri from 7 AM to 4 PM