Junior Paraplanning Support Specialist (Homebased)

Full Time Employee

Job Summary

Seeking a Junior Paraplanning Admin Assistant with experience in financial planning/analysis, investments, insurance, SMSF, Superannuation, etc.

Job Description

About Us
Outsourced.ph is a leading ISO certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1000 talented professionals.

Position Overview/Description - Paraplanner Support Specialist
We are seeking a detail-oriented Admin Support Specialist to provide comprehensive administrative assistance to our team. The ideal candidate will have prior experience in supporting business operations, managing documentation, and maintaining organizational efficiency in a remote environment.

Duties and Responsibilities:Duties and Responsibilities:

Contacting clients to follow up on administrative tasks and booking reviews
Attending initial and ongoing review meetings with clients and preparing pre-liminary file notes
Preparation of annual review packs, which include generating super statements, insurance summaries, quotes and comparisons, pension payment summaries, and market updates
Insurance, super and investment research
Advice implementation, preparation of insurance, super and investment applications.
Following up underwriting
Chant West and Omnium.

Qualifications & Requirements:

2-3 years of experience in an administrative support role.
Strong organizational skills with excellent attention to detail.
Proficiency in Microsoft Office, OneDrive, Dropbox, and LastPass.
Excellent written and verbal communication skills.
Ability to work independently while collaborating in a remote team environment.
High integrity in handling sensitive information.

Preferred Skills/Experience:

Background in financial services or paraplanning (advantage for higher salary bracket).
Familiarity with remote collaboration tools and best practices.

Work Schedule (Day shift)

Monday to Friday 7AM-4PM; Manila Time

Work Setup (WFH)

Permanent Homebased
Equipment will be provided by the company
Candidates should have a stable/reliable internet connection at home with at least 20MBPS for both download AND upload speed

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