Deskripsi Pekerjaan
Join EMAPTA's dynamic financial planning team as a Financial Planning Assistant and drive excellence in client advisory services. In this fully remote day-shift role, you'll be instrumental in delivering high-quality financial planning support through meticulous client administration, rigorous compliance coordination, and seamless advisory workflow management. You'll collaborate with senior advisors to prepare comprehensive financial plans, maintain accurate client documentation, and ensure regulatory compliance across all client interactions. This position offers competitive compensation up to PHP 60,000, comprehensive health coverage starting from day one, and the flexibility of a work-from-home environment. Ideal for detail-oriented professionals passionate about supporting clients in achieving their financial goals while maintaining the highest standards of integrity and efficiency.
Tanggung Jawab
- Manage client data and documentation for financial planning processes
- Coordinate compliance requirements and regulatory documentation
- Support advisory workflow management and client communication
- Prepare financial plans and reports for client review
- Assist in portfolio monitoring and performance tracking
- Collaborate with cross-functional teams for integrated service delivery
- Maintain accurate records in financial planning systems
- Support client meetings and presentation preparations
Kualifikasi
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- 1-2 years of experience in financial planning or client support roles
- Proficiency in financial planning software and MS Office Suite
- Strong understanding of financial regulations and compliance standards
- Excellent organizational and time management skills
- Detail-oriented with high accuracy in data handling
- Strong written and verbal communication skills
- Ability to work independently in a remote environment