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AU Financial Planning Virtual Assistant
On-site (either IT Park Cebu / Robinsons Cybergate Delta Davao) or WFH
HMO Coverage
Competitive Salary
Fixed Weekends Off
Day Shift
2-Week Paid Christmas Break
About the Role
As an Australian Financial Planning Virtual Assistant, you will support our Australian Financial Planning clients and their businesses directly. Our clients are seeking the next set of superstars to train and grow alongside their businesses. Work alongside their existing senior team members at VA Platinum! Guidance, training, and team support are provided to the new team members.
Ideal Candidate (Must Have Requirements)
- Must have completed 2 years in college (any course).
- With at least 2 years of solid experience supporting an Australian Financial Planning business (as a Client Services Officer, Financial Planning Administrator, or Paraplanner)
- Preferably with experience with using various CRM preferably Adviser Logic and Xplan
- Experience in Investment and/or Insurance Implementation
- Prior experience with Records of Advice (ROA)
- With workflow management experience
- Excellent verbal and written communication skills and strong research skills
- Employee work set-up will be dependent on the client’s discretion
Tasks and Responsibilities
- Implementation of Advice
- Preparation for Records of Advice (ROA)
- Collecting, preparing, verifying, and maintaining all necessary client work papers and information
- Prepare application forms and follow up on their progress directly with product providers.
- Manage, review, and update client data in the CRM
- Prepare and review investment reports and policy schedules
- Coordinate with different entities to complete research to back financial planning recommendation
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Senior Financial Analyst
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Internal Job Position
We are seeking a Financial Analyst to support the FC and Finance team. Maintain records, ensure compliance, prepare reports, and provide analysis to drive strategic decisions.
On-site (either IT Park Cebu / Robinsons Cybergate Delta Davao)
Frequently Asked Questions
What are your basic qualifications?
Is a college degree necessary?
Do you accept fresh graduates?
Do you accept applicants with no BPO experience?
Do you accept applicants with no VA experience?
What are your other requirements before going through the recruitment process?
Do you have an age limit?
Is VA Platinum a BPO company?
What is a Virtual Assistant?
What types of clients or businesses do you support?
Do you have part-time or home-based roles?
Do you provide internet or electricity subsidies for WFH employees?
Do you offer HMO?
Is this a day-shift schedule?
When are the rest days?
Do you have holiday breaks?
Do you offer vacation and sick leave? Are they convertible to cash?
Do you offer sign-on bonuses? Are they taxable?
How much is the salary?
Can I come to your office to do the interview?
Where are your offices located?
