Role Overview
A Financial Planning Assistant combines administrative tasks with the preparation of insurance premium quotes and estimates. The primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements.
What You Will Do
Summarize client details, prepare product comparison reports, prepare application forms and reports, submit applications, prepare portfolio reports, schedule meetings, and manage travel itineraries.
Why It Might Be a Fit
Successful applicants should have a passion for customer service, excellent communication and research skills, ability to self-manage and show initiative, and flexibility to multitask and adapt to changing priorities.
Requirements
- Graduate of any course or other related courses
- At least 2 years completion in college + 2 years of work experience
- Proficient use of Microsoft Applications and Google Workspace
- Excellent communication and research skills
- Ability to self-manage and show initiative to drive results
- Flexible; ability to multitask, adapt to changing priorities, and prioritize projects
Benefits
- 500K per incident HMO coverage
- Dental & Optical benefits
- 2-week paid Christmas vacation
- 25K Educational Assistance
- Training and equipment will be provided
To apply for this job please visit jobs.workable.com.
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