About the job Financial Service AssociatePosition Title: Financial Service AssociateSalary: 20,000 - 22,000 PHP a monthReports To: Partner, Partner TeamPrimary Relationships: Partner TeamDate: March 2024Schedule: 11:00 AM - 8:00 PM PHTResponsibilities:Utilize online systems and portals for generating illustrations, processing applications, and obtaining product literature as neededPrepare client correspondence in a timely and accurate mannerCollate paperwork and documentation for adviser meetingsProcess client recommendations and proactively follow up with product providers on behalf of clientsKeep advisers informed of any difficulties or non-standard mattersUpdate and maintain accuracy of the CRM and computer-based filing systemPrepare and check compliance of new business packs/submissionsTransfer data from paper fact finds onto the client systemSupport commission reconciliation process by analyzing unmatched commission payments and resolving any discrepanciesChase clients for outstanding informationFollow company policies and procedures, and report any needed changesMaintain customer confidence and protect operations by handling information confidentiallyQualifications:Good knowledge of investment, life, pension, and trust products and legislation.Strong IT skills, particularly in Word, Outlook, and ExcelExcellent written and verbal communication skillsAttention to detail and accuracy in data entryStrong organizational skillsExperience in economics, business finance, business management, accounting technology, accountancy, industrial engineering, information and technologies, or at least 1 year of financial industry experienceCOmpany Benefits:SSS, Philhealth, Pag-Ibig13th Month PayHMO and Life Insurance (AVEGA)Free Shuttle ServiceCO League - Monthly Company ActivitiesCO ClubsCO Amenities Swimming Pool, Clinic and Kids zoneCO Stars - Corporate Social Responsibility Involvement Scholarship ProgramsCO Academy - Training and Development ProgramsCOolture CoachCO GearsCool and Flexible WorkplaceOther Performance and Attendance Based RewardsBereavement LeavePaternity Leave7 days SOLO Parent LeaveMagna Carta LeaveCompany Bank Loan
