Financial Planning Assistant

Role: Financial Planning Assistant

Location: Cebu

Shift: Mondays to Fridays, 7:00 AM to 4:00 PM

Arrangement: Onsite, Full Time

Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.

About This Role…

We are seeking a motivated and detail-oriented Financial Planning Assistant to join our team. The ideal candidate will assist our financial planners in managing and organizing client information, preparing financial documents, and providing administrative support. The Financial Planning Assistant will play a key role in ensuring that our financial planning processes run smoothly and efficiently, ultimately helping our clients achieve their financial goals.

Key Responsibilities

• Support financial planners in the preparation of reports, presentations, and financial plans for clients.
• Collect, organize, and maintain client financial data and documents.
• Schedule and confirm appointments for financial planners with clients and other stakeholders.
• Assist in the implementation of financial planning recommendations.
• Handle client inquiries and provide timely and accurate responses.
• Maintain electronic filing systems and ensure all client information is up to date and secure.
• Process account paperwork and ensure proper setup and maintenance of client investment accounts.
• Collaborate with other team members to improve and streamline administrative processes.
• Monitor financial markets and economic trends to assist with research and analysis.
• Perform additional administrative tasks, such as data entry, document scanning, and coordination of meetings and events, as needed.
  
  

Qualifications / Skills

• Experience in a financial planning or investment advisory firm is a plus.
• Proficiency with financial planning software and Microsoft Office Suite.
• Excellent organizational skills and attention to detail.
• Strong communication and interpersonal skills.
• Ability to handle confidential information with discretion.
• Ability to multitask and prioritize tasks effectively.
• Eagerness to learn and grow within the financial services industry.