Financial Planning Assistant - Accounting (Dumaguete Based)

Industry Category	Accounting / Finance	Position	Corporate Finance / Investment
Recruitment Department		Number Of Recruits	several
Work Location	Negros Oriental	Nature Of Work	Full Time
Gender Requirements	Male	Marriage Requirement	No marital status restrictions
Education Level	College Diploma	Work Experience	No work experience restrictions
Age Requirement	Above 18 years old	Salary Package	Negotiable
Updated Date	2022-10-05	Valid Until	Long-term validity

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:

setting up information and managing financial planning CRMfacilitating banking reconciliation and reportingpreparing reports and documentation for client meetingsliaising with financial institutions, banks, and fund managersresearching insurance plans and coveragestranscribing voice-recorded file notes

Qualifications:

A degree in Accounting or Business Administration (or equivalent)Relevant working experience in Accounting, Bookkeeping, Insurance, Bank or any equivalentExcellent communication skillsHigh attention to detailKnowledgeable in any financial, banking or accounting systems such as Quickbooks, Xero, Peachtree, SAP, Xplan etc (preferred but not required)Willing to undergo 1-month trainingMust be residing in Dumaguete

What's in it for you?

Paid Australian holidaysCompetitive compensation2 weeks Christmas vacation5k Referral bonusMonthly awards and attendance incentivePersonalised learning & development program, coaching and mentoring by qualified and experienced professionalsModern fit-out & workstation designed for Covid-19 prevention

Office Location Sites:

Mabolo, Cebu CityAyala Center, Cebu CityIT Park, Cebu CityMandaue City, CebuSan Fernando, PampangaDumaguete, Negros Oriental