Summer internship role in financial sector focusing on investigative processes and regulatory compliance. Collaborate with investigators and managers in performing analytical tasks related to Financial Crimes.
About the role
- Financial Planning Assistant at hammerjack managing client data and documents for financial planning. Working hybridly to support local and global partners in the financial sector.
Responsibilities
- Set up client files and add client data to the financial planning software
- Prepare forms, documents, and templates.
- Type up client questionnaires & portfolio reports
- Prepare product comparison reports - this requires emails, phoning insurance and investment companies and getting specific client portfolio information.
- Prepare insurance premium estimates and quotes using specific software
- Prepare application forms, reports & mindmap presentations
- Submit application forms and follow-up applications, insurance underwriting, medicals etc
- Phoning clients & establishing good work relationships
- Download and collate documents and other research
- Update and maintain client database
- Basic marketing activities (i.e. sending email newsletters, arranging client events)
- Managing database in CRM system
- Client-facing tasks that require providing quality service to our clients through direct meetings via Zoom, online messages or phone conversations
Requirements
- Bachelor's degree in Accounting, Business Administration, or any related field
- At least 1-3 years of experience as a Financial Planning Assistant
- Must have a passion for customer service
- Proficient use of MS Outlook, Excel, Word, and PowerPoint
- Proficiency or familiarity with Google Workspace
- Excellent communication and research skills
- Ability to self-manage and show initiative to drive results
- Flexibility; ability to multitask, adapt to changing priorities, and prioritize projects
- Willingness to undergo training for the Australian accredited Finance & Mortgage Broking Certification
- Should be willing to work twice a week onsite in the Angeles Pampanga office.
Benefits
- Flexibility : Work hybrid (remotely and from one of our inspiring offices) and enjoy a better work-life balance!
- Inspiring Workspaces : Our offices are strategically located and designed to fuel your best work.
- Free Unlimited Barista Coffee and Booze : Enjoy refreshments from our cafe and beverage bar.
- Dynamic Open Spaces : Conducive for productivity and creativity.
- State-of-the-Art Security : Ensuring your safety and peace of mind.
- Game Rooms : Take a break and unwind with our recreational facilities.
- Competitive Compensation : Your talents deserve to be rewarded! We help you negotiate with our clients.
- Professional Growth : Access to ongoing training and development opportunities to help you reach your full potential.
- A Supportive Community : Join a diverse and inclusive team that's dedicated to your success.
- Global Impact : Be part of something bigger and make a difference on a global scale.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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