Job Description

For us to proceed with the endorsement,
We would like to invite you to create your application profile through the link below: https://r24.go.team/apply ---Hybrid (Office & WFH), Day Shift. Safety and personal growth in a Great Place to Work-certified business. With Results Coaches, Chief Happiness Officers, and access to tech tools our developers built with the needs of virtual teams in mind. Your Benefits:

• Dual-monitor PC setup or laptop for your home.
• 7 Habits of Highly Effective People Training
• Your copy of "The 7 Habits of Highly Effective People" and "Little Black Book for Stunning Success"
• Exceed Institute - Training and tools to help you navigate life and build a rich and connected family life.
• HMO coverage from the start date for you and one dependent, for free. With P200K coverage, private room, and P10K reimbursement for medications. You may enroll up to 4 additional dependents.
• 24/7 access to counseling support for mental health. Our Employee Assistance Program (EAP) will help you thrive amid parenting challenges, stress, or relationship issues.
• Free legal advice and financial consultations are also part of the EAP.
• P1,000,000 Life Insurance coverage
• 10 days leave (Year 1), rising to 15 days leave after Year 1
• Welcome gift on your first day
• Monthly Discover You lunch (CEO presentation, leadership training, Values Awards)
• Monthly gratitude celebrations & Prizes (Trivia, Talent Night, Personal Development, Acoustic Nights)
• Welcome Tea with the CEO and work anniversary celebrations
• P5K referral bonus, plus a chance to win P20K
• Free coffee for our office-based team

Your Family's Benefits (Yes, that's right, we care about your family):

• 24/7 access to confidential counseling support for mental health for 4 family members. Our Employee's Family Assistance Program (EFAP) will help your loved ones thrive amid personal issues.
• Free legal advice and financial consultations for 4 family members, also as part of the EFAP.
• Free Telemedicine for 4 family members
• Personal invites for your family members to our monthly virtual events (and yes, they can win prizes, too)
• Project Next Generation - Online schooling support for your children, nieces, nephews, and cousins
• P5K referral bonus for your family members

Skills and Qualifications

• This is a pivotal role and requires someone who is meticulous, switched on and 100% client-focused
• Knowledge of Xplan and MyNorth and HUB24 is a benefit but not essential.
• Accounting knowledge is a plus but not a must
• Experience in Financial Planning Administration
• High attention to detail
• Must have knowledge in Superannuation and self-managed funds
• Can communicate to the clients; comfortable in asking questions whenever necessary
• Experience in working for Australian clients is a plus
• Proficient in Excel and Word

What You Will Do

• Process Client files and prepare reports
• Support the Advisers by assisting with annual reviews.
• Super and insurance research in preparation for the review process
• Arrange Client appointments
• Data Entry
• Lodgement and implementation of Advice

About Your Client You will work with an Australian financial services provider who helps business owners and individuals meet their financial objectives by guiding them through wealth management, retirement planning, superannuation, insurance, and estate planning.Job Type: Full-timeSalary: Up to Php40,000.00 per monthBenefits:

• Company Christmas gift
• Company events
• Health insurance
• Paid training
• Work from home

Schedule:

• 8 hour shift
• Night shift

Supplemental Pay:

• 13th month salary
• Overtime pay