Financial Planning Assistant - Accounting (Dumaguete Based)
| 行业 | Accounting / Finance | 职位 | Corporate Finance / Investment |
|---|---|---|---|
| 招聘部门 | 招聘人数 | 若干 | |
| 工作地区 | Negros Oriental | 工作性质 | Full Time |
| 性别要求 | Male | 婚姻要求 | No marital status restrictions |
| 学历要求 | College Diploma | 工作经验 | 不限 |
| 年龄要求 | 18岁以上 | 待遇水平 | 面议 |
| 更新日期 | 2022-10-05 | 有效期至 | Valid for a long time |
职位描述
5 ELK is on the hunt for FINANCIAL PLANNING VIRTUAL ASSISTANTS
Our company is an Australian outsourcing solution for financial planning professionals looking for scale, growth, and increased profitability.
In this role, you will be working closely with Australian financial advisers and provide back-office administrative support.
What you will be doing:
setting up information and managing financial planning CRMfacilitating banking reconciliation and reportingpreparing reports and documentation for client meetingsliaising with financial institutions, banks, and fund managersresearching insurance plans and coveragestranscribing voice-recorded file notesQualifications:
A degree in Accounting or Business Administration (or equivalent)Relevant working experience in Accounting, Bookkeeping, Insurance, Bank or any equivalentExcellent communication skillsHigh attention to detailKnowledgeable in any financial, banking or accounting systems such as Quickbooks, Xero, Peachtree, SAP, Xplan etc (preferred but not required)Willing to undergo 1-month trainingMust be residing in DumagueteWhat's in it for you?
Paid Australian holidaysCompetitive compensation2 weeks Christmas vacation5k Referral bonusMonthly awards and attendance incentivePersonalised learning & development program, coaching and mentoring by qualified and experienced professionalsModern fit-out & workstation designed for Covid-19 preventionOffice Location Sites:
Mabolo, Cebu CityAyala Center, Cebu CityIT Park, Cebu CityMandaue City, CebuSan Fernando, PampangaDumaguete, Negros Oriental