Senior Financial Planning Assistant

Overview of the Role

A Senior Financial Planning Assistant provides advanced administrative and client service support to the financial planning team. This role requires a highly organized and proactive individual to handle complex financial planning tasks, including report preparation, insurance premium estimates, client interaction, and portfolio management.

This role plays a key part in handling complex financial planning tasks and ensuring smooth operations within the financial planning office. 

Main duties include:

• Summarize client details and setup client files and adding client data to the financial planning software 

• Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information. 

• Prepare portfolio reports and agenda for client meetings  

• Preparing application forms and reports presentations. 

• Managing prospect database in CRM system 

• Submitting application forms, authorities and following up. 

• Send meeting reminders, advice documents to clients. 

• Organizing and tracking advice recommendation to the review masters. 

• Develop and sustain a level of professionalism among staff and client 

• Uphold a strict level of confidentiality 

• Other tasks as assigned by client or CSM 

• Graduate of any relevant course, preferably in finance, business, or a related field. 

• Experience: At least 3 years of experience in a financial planning, insurance, or client service role. 
• Proficiency in MS Office (Outlook, Excel, Word, PowerPoint) and Google Workspace. 

• Strong attention to detail and the ability to prepare accurate financial documents. 

• Excellent verbal and written communication skills. 

• Ability to multitask and prioritize tasks effectively. 

• High level of confidentiality and professionalism in client interactions. 
• Strong organizational and time management skills, with the ability to work independently and in a team environment.  

• 500K per incident HMO coverage + Dental & Optical benefits 
• 2-week paid Christmas vacation
• Electricity & Data subsidies
• 25K Educational Assistance 
• Training and equipment will be provided
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM