Senior Financial Planning Assistant
VBPCebu City, Philippines
Posted December 9, 2025
Full Time
About the Company
No company description available.
Job Description
A Senior Financial Planning Assistant provides advanced administrative and client service support to the financial planning team, handling complex financial planning tasks and ensuring smooth operations within the financial planning office.
Requirements
- Graduate of any relevant course, preferably in finance, business, or a related field.
- At least 3 years of experience in a financial planning, insurance, or client service role.
- Proficiency in MS Office (Outlook, Excel, Word, PowerPoint) and Google Workspace.
- Excellent verbal and written communication skills.
- Ability to multitask and prioritize tasks effectively.
- High level of confidentiality and professionalism in client interactions.
Benefits
- 500K per incident HMO coverage
- Dental & Optical benefits
- 2-week paid Christmas vacation
- Electricity & Data subsidies
- 25K Educational Assistance