Financial Planning Assistant

6 days ago

Delhi, India EMAPTA Full time
Job DescriptionDiscover Your Future in Financial Planning

Our client is a national financial planning firm excelling in wealth creation, self-managed superannuation funds, risk protection, retirement planning, and more. With offices in Canberra and Sydney, they extend their top-tier services across Australia and internationally. Their client-centric philosophy focuses on comprehensive, transparent advice tailored to each individual's financial situation. Employees benefit from an environment that values work-life balance, professional growth, and personal development. Our client's proven success in helping clients achieve financial freedom sets them apart as an employer dedicated to both their clients' and employees' success. Join our client’s dynamic team where your career and personal goals are prioritized and achieved.

Navigating Your Role: Essential Insights

Be part of our client’s team as a

Financial Planning Assistant . You'll prepare reports, manage client records, ensure regulatory compliance, and support financial planning processes. Utilize your expertise in Microsoft Suite and communication skills to thrive in a dynamic, goal-oriented environment.

Employment Type: Full TimeShift: Mon - Fri 05:00 AM - 02:00 PMWork Setup: Onsite, Makati

Tasks that Count: Core Responsibilities

Prepare reports and documentation for client meetings.

Utilize high proficiency in Microsoft Suite, particularly MS Outlook, Word, and Excel.

Manage competing demands and prioritize tasks based on deadlines.

(Occasionally) Research and liaise with financial institutions, super funds, and insurance providers.

Maintain and update client records in financial planning software.

Ensure compliance with regulatory requirements by maintaining accurate records.

Support the creation and maintenance of internal process documentation.

Requirements

Qualifications that Matter: Required Expertise

Experience in Banking/Financial Services or equivalent.

High attention to detail.

Ability to work well under pressure and adhere to deadlines.

Minimum of 2 years in a current or previous job.

Excellent communication and follow-up skills.

Motivated, goal-oriented, and enthusiastic.

Willingness to undertake repetitive tasks.

Benefits

Perks and Payouts: Enjoy the Benefits

Be part of an experienced and enthusiastic team in an established and growing company.

Work from prime office locations with free unlimited access to the gym (Ortigas and Makati).

Access top-of-the-line facilities and technologies.

Enjoy HMO coverage from day one.

Take advantage of 20 leave credits with up to 5 days commutable to cash.

Engage with world-class foreign clients and partners.

Participate in employee engagement activities.

Welcome to Emapta Philippines

Discover a world of possibilities at

Emapta , where your career takes flight in stability and growth. Join a team that thrives on camaraderie, supporting each other to achieve excellence together. Experience the satisfaction of being recognized for your contributions with competitive compensation packages that reflect your skills and commitment. Immerse yourself in a positive work culture that encourages collaboration, innovation, and personal development. We provide you with the platform for your success, empowering you to reach new heights in a supportive and inclusive environment.

With a wide roster of international clients from various industries and a proven track record of success,

Emapta

offers a stable foundation for your career. Team up with like-minded professionals who are passionate about making a meaningful impact through premium global opportunities at your fingertips. Apply now and create a better future with us.

#EmaptaExperience

RequirementsQualifications that Matter: Required Expertise Experience in Banking/Financial Services or equivalent. High attention to detail. Ability to work well under pressure and adhere to deadlines. Minimum of 2 years in a current or previous job. Excellent communication and follow-up skills. Motivated, goal-oriented, and enthusiastic. Willingness to undertake repetitive tasks.

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