Financial Assistant
WrkPod Careers
Posted
last week
Cebu City, Philippines
Onsite
PHP 15K
Mid Level
Full Time
Sema Summary
The Financial Planning Assistant role involves executing financial plans and communicating with clients. This office-based position in Cebu City emphasizes high accuracy and a professional client experience.
About Company
WrkPod Careers specializes in staffing and recruiting, focusing on connecting talent with opportunities. With a history of success in Australian outsourcing, they are committed to stability and quality service.
Core Requirements
- 2 years of experience in financial planning
- High attention to detail
- Excellent communication skills
- Familiarity with financial CRMs
- Proficient in Microsoft Office
Responsibilities
- Manage day-to-day execution of financial plans
- Serve as the first contact for client inquiries
- Coordinate client meetings and prepare documentation
- Maintain accurate records in financial CRMs
- Liaise with banks and insurance providers
- Ensure client strategies are updated
- Assist in administrative tasks related to financial planning
Must Have skills
Job Keywords
Similar Jobs
Financial Assistant
JNGTech Industries Inc.
Antipolo, Calabarzon, Philippines
Assistant Manager Finance
Hubbell Incorporated
Taguig, National Capital Region, Philippines
Assistant Manager Finance
EFCO Forming & Shoring Solutions
Muntinlupa City, National Capital Region, Philippines
Financial Associate
Semesteria
San Fernando, Central Luzon
Financial Consultant
Premier Summit Life Insurance Agency Inc.
Mandaluyong, National Capital Region, Philippines
Tax Assistant
EY
Taguig, National Capital Region
Financial Analyst
CEVA Logistics
Taguig, National Capital Region, Philippines
Financial Analyst
Xylem
Calamba, Calabarzon, Philippines
Financial Analyst
Jobs360
Clark Freeport and Special Economic Zone, Central Luzon
Virtual Assistant
Flatworld Philippines
Davao, Davao Region, Philippines
AI Career Assistant
Coming soonWe're polishing your AI assistant experience. You can leave one message for now.
Hi 👋
AI chat is launching soon on Semesteria. Tell us what you want help with (career, resume, or job search), and we'll use it to shape the first release.