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AU Paraplanner Assistant (Eastwood, QC - Onsite) | ZR_758_JOB
PeoplePartners IncQuezon City, 00, ph30+ days ago
Job type
- Quick Apply
Job descriptionCreate and maintain review files for financial planning clients. Update client information in Xplan and ensure data accuracy. Prepare and raise Fixed Term Agreements and ROA MDA documents. Transcribe file notes and maintain organized records. Assist with general administrative tasks and ad hoc duties as required. Minimum 2 years of relevant experience in financial planning administration, paraplanner or similar roles. Experience working for an Australian Client / Business is required. Experience in financial planning administration or a similar role. Proficiency in Xplan or similar financial planning software. Strong attention to detail and organizational skills. Excellent communication and time management abilities. Ability to handle confidential information with discretion. Company-provided equipment Secondary WiFi Modem 21 Leave Credits 100% conversion of UNUSED leave credits HMO on Day 1 13th Month Pay Grab Voucher every month Birthday Gift Loyalty Gift Christmas Gift Work-Life Balance Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.
Job Description
Job Overview
- Work Onsite Set-Up (Eastwood, Quezon City)
- Fixed Morning Schedule / Day-shift
- Fixed Weekends Off
In this onsite opportunity, we are seeking a detail-oriented AU Paraplanner Assistant (Xplan) to support our financial advisors with administrative and compliance-related tasks. This role involves maintaining accurate client records, preparing key documents, and ensuring efficient workflow management.
Job Description
As an AU Paraplanner Assistant (Eastwood, QC - Onsite) , you will be responsible for the following key tasks :
Requirements
Benefits