Cebu (Cebu City) Jobs Financial Planning Virtual Assistant| Dayshift + Fixed Weekends Off Position at 5 ELK
- Job vacancies posted on: 7 months ago
We are hiring! To candidates with Not Specified which prioritizing honesty and discipline and experienced in the field of Accounting/Finance & Banking/Financial, we 5 ELK, are looking for candidates who are interested to join us and fill the position as financial planning virtual assistant| dayshift + fixed weekends off and dedicated to work in full time which domiciled in Cebu (Cebu City) and surrounding areas.
We offer a competitive monthly base salary from ₱16,000 - ₱38,000.
Due to prioritize professionalism in the work environment, the salary can be adjusted upon compromise with our company's HRD according to the capabilities of the candidate.
|Position||Financial Planning Virtual Assistant| Dayshift + Fixed Weekends Off|
|Region||Cebu (Cebu City)|
|Career Level||Not Specified|
|Type of Work||Full-Time|
|Specialization Required||Accounting/Finance, Banking/Financial|
|Minimum Salary||PHP 16.000|
|Maximum Salary||PHP 38.000|
5 ELK is on the hunt for FINANCIAL PLANNING VIRTUAL ASSISTANTS
Our company is an Australian outsourcing solution for financial planning professionals looking for scale, growth, and increased profitability.
In this role, you will be working closely with Australian financial advisers and provide back-office administrative support.
What you will be doing:
- Ensure client data is accurately recorded in all business system according to agreed processes (CRM Management)
- Transcribe voice recorded file notes
- Accurate and timely preparation of various reports
- Prepare client communication
- Ensure applications and other client documentation is completed and lodged according to business processes
- Liaise with financial institutions (i.e. banks, fund managers or insurance providers etc.)
- Provide back-office administration and support
- Bachelor of Accounting, Accounting Management, Accounting Technology, Commerce, Business Administration (or equivalent)
- Willingness to undergo 4 weeks of paid training
- Advanced knowledge of the Microsoft suite
- Strong communication both verbal and written English
- Exceptional numeracy skills, with the ability to prepare and analyse a range of financial reports
- Highly organized with strong attention to detail
- Previous experience as a virtual assistant, preferable working for a foreign client
- Knowledge of the financial services, banking or accounting would be advantageous
What’s in it for you?
- Above-average salary that commensurate with your skills and experience
- HMO with 200k benefits, group life insurance cover for you and your dependent. As well as an option to include additional dependent from start date
- Employee Wellness Program including Legal Guidance, Behavioural Health and Financial Guidance
- Personalised learning and development program, coaching and mentoring by qualified and experienced professionals
- 2 weeks Christmas vacation
- 5k Referral bonus
- Modern fit-out & workstation
Office Location Sites:
- FLB Corporate Center, Cebu City
- IT Park, Cebu City
- Mandaue City, Cebu
- San Fernando, Pampanga
- Dumaguete, Negros Oriental
What are you waiting for?
Summary of role requirements:
- Looking for candidates available to work on weekdays
- 1 year of relevant work experience required for this role
- Working rights required for this role
|City||Cebu (Cebu City)|
- Get work experience
- Bonus for overtime
- Be taught first
- Good work environment
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