Financial Planning Assistant

Financial Planning Assistant is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates, delivering high-quality work to clients.

Requirements

• Summarize client details, set files, and add data to the financial planning software
• Prepare product comparison reports
• Preparing application forms, reports, and mindmap presentations
• Submitting application forms and following up on applications
• 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

Benefits

• Health Insurance
• Dental Benefits
• Optical Benefits
• Paid Vacation
• Educational Assistance
• Training
• Equipment