Deskripsi Pekerjaan
Are you an experienced Financial Planning Administrator looking to elevate your career? VA Platinum is seeking a dedicated and detail-oriented professional to join our growing team in Cebu City. This is a unique opportunity to work with Australian financial planning workflows, gain exposure to complex task management, and sharpen your skills in Statement of Advice (SOA) preparation and implementation.
At VA Platinum, we pride ourselves on our collaborative culture and professional growth. We are offering a PHP 30,000 sign-on bonus to the right candidate who is ready to hit the ground running. You will be an integral part of our back-office support, ensuring our financial planners can deliver exceptional service to their clients.
If you are looking for a stable, long-term career in a high-demand financial sector, this onsite role provides the perfect environment to learn and thrive. We value accuracy, integrity, and proactive communication.
Tanggung Jawab
- Draft and prepare Statements of Advice (SOAs) and Records of Advice (ROAs) accurately.
- Manage the implementation of financial strategies and coordinate with investment platforms.
- Process insurance applications and maintain client portfolio databases with high precision.
- Monitor and track portfolio reviews and compliance documentation.
- Communicate professionally with Australian-based advisers to clarify requirements.
- Ensure all client files are updated and adhere to strict data privacy and regulatory standards.
- Support daily administrative tasks and reporting requirements for the planning team.
Kualifikasi
- Proven experience in Financial Planning Administration, preferably supporting Australian markets.
- Strong understanding of financial services terminology and planning workflows.
- Excellent command of the English language, both written and verbal.
- Proficiency in CRM systems (e.g., Xplan, AdviserLogic, or similar) is highly regarded.
- Exceptional attention to detail and ability to handle complex, high-volume tasks.
- Strong organizational and time management skills with the ability to meet strict deadlines.
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.