Financial Planning Assistant | For Pooling

Customer Service Cebu, Philippines

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Description

Here at VBP, we pursue excellence by always putting people first  

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  

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  

Benefits you and your family can enjoy:   

  • 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  

Non-negotiable requirements  

  • Has an internet connection of at least 15 Mbps  

  • Residence within Cebu 

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