Financial Planning Assistant -Admin & Implementation (AU Finance, WFH)

Schedule : Monday- Friday (06 : 00 AM-03 : 00 PM)

What are we looking for?

Skills Required :

• Minimum 5 years’ experience in a finance-related business, completing financial and other administrative tasks
• A background in finance, lending, or a related field
• Proficiency in MS Office
• Strong communication and collaboration skills, especially when working with loan of customers
• Prior experience with Paraplanning in Australia is preferred

Nice to Have :

What will you do?

Join the awesome team and enjoy these benefits & perks :

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client takes a holistic approach to financial planning, prioritizing understanding each client's unique personal and financial situation, goals, and aspirations. Their experienced advisors tailor financial strategies to individual needs, offering comprehensive wealth management services. They also provide specialized advice in areas such as medical retirement planning, Special Disability Trusts, and Expert Witness Reports.

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Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.