US Paraplanner (US Wealth Management Business, Office-based)
ConnectOS, Philippines
Job Description
Salary: P70,000 to P110,000 (Monthly Package)
Schedule: Monday Friday (10:00 AM - 07:00 PM EST)
What are we looking for?
Skills Required:
- Bachelor's degree in accounting, finance, mathematics or related field
- Minimum of 2 years’ experience in analysis or reporting, experience as a paraplanner
- Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
- Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Ability to communicate (orally and in writing) in a professional manner when dealing with employees, vendors and company contacts
- Competent computer skills including Microsoft Suite
What will you do?
- Collect, track, and send tax compliance documents to CPAs
- Design and prepare client financial reports and exhibits for client meetings
- Review and summarize estate documents
- Collect, compile, and evaluate raw data from multiple sources to produce accurate financial summaries
- Research financial planning topics to enhance firm’s knowledge management resources
- Maintain CRM data
- Track recurring deadlines and carry out tasks associated e.g., GRATs annuity payments, loan payments, etc
- Coordinate between client and operations team for onboarding new client relationships
- Coordinate between client and operations team for account administration
- Other duties as assigned
Join the awesome team and enjoy these benefits amp; perks:
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Complimentary Sleeping Quarters, Coffee at no cost
- Complimentary Office Fitness and Wellness Facilities at no cost
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
Our client, an American Financial Services company with over 39 years of expertise in delivering investment, financial advisory, and wealth management services, is gearing up to grow its team. They have delivered client-centric planning and sophisticated investment advice for the past four decades and is dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.
#ConnectOS #TeamConnectOS
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.