Deskripsi Pekerjaan
WHEN WAS THE LAST TIME YOU HAD FUN AT WORK? If you're a talented individual who loves challenges and wants to make a real impact in the financial sector, be part of our growing team as a Paraplanner at Qwrk. We believe in a work environment that is not only productive but also enjoyable. We are currently looking for a self-motivated professional to join our Central Visayas office on a part-time basis, offering a fixed dayshift with guaranteed weekends off.
In this engaging role, you will support our senior financial advisors by preparing detailed financial plans and documentation. You will have the opportunity to work with a diverse range of clients and contribute to their long-term financial security. We are looking for someone who is detail-oriented, analytical, and passionate about helping others achieve their financial dreams. If you are ready for a role where you can balance a fulfilling career with your personal life, apply today!
Tanggung Jawab
- Prepare and review comprehensive financial plans, including retirement projections, investment strategies, and estate planning.
- Assist financial advisors in conducting client fact-finding meetings and drafting compliant proposals.
- Ensure strict adherence to industry regulations and internal compliance standards.
- Maintain accurate and up-to-date client records and documentation within the company CRM.
- Communicate complex financial concepts to clients in a clear, jargon-free manner.
- Collaborate with the team to ensure seamless delivery of services and timely project completion.
Kualifikasi
- Bachelor’s degree in Finance, Economics, Accounting, or a related field.
- Previous experience as a Paraplanner, Financial Analyst, or in a similar administrative role is preferred.
- Strong analytical skills with the ability to interpret financial data accurately.
- Proficiency in Microsoft Office Suite (especially Excel) and financial planning software.
- Excellent written and verbal communication skills.
- Ability to work independently with a high level of attention to detail and organization.