Senior Financial Planning Assistant
Location
Cagayan de Oro, Northern Mindanao
Job Type
Full time
Category
Financial Specialists
Posted
June 09, 2026
Take the next step in your career and be rewarded with a 5‑figure sign‑on bonus when you apply between April 1 and June 30, 2026.
Overview of the Role
The Senior Financial Planning Assistant plays a pivotal role in supporting financial planners by managing complex administrative tasks and assisting in the preparation of detailed financial reports and client documentation. This role demands a high level of accuracy, organization, and communication to ensure seamless workflow within the financial planning team.
Main duties include:
- Assist in the preparation and review of detailed financial plans and reports.
- Manage client files, ensuring data accuracy and completeness within the financial planning software.
- Prepare product comparisons, quotations, and application forms for clients.
- Coordinate and schedule client meetings, manage appointments, and handl...