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