Job Highlights:
- Day Shift only, Weekends Off, Competitive Salary,
- HMO w/ Dental, Optical Perks, 2 weeks Christmas Vacation
- Complete equipment (for temp WFH only) + net subsidy
Job Description:
Koruna Assist Back Office Solution Inc.
Office: Unit 201C- 2/F, Insular Life Cebu Business Centre, Mindanao Ave. Cor Biliran Road, Cebu Business Park, Cebu City
Working Hours: Regular Hours, Mondays- Fridays (Fixed day-shift 7 AM – 4 PM, Weekends off)
Ultimately, you are responsible for compiling financial planning recommendations and researching financial and insurance products to support recommendations, and you should be able to handle administrative tasks and deliver high-quality work under minimum supervision.
Benefits and perks:
- 200K HMO w/ Dental Coverage
- Free Maxicare Dependent and Annual Physical Check-up
- Competitive Salary (6 months increase and yearly appraisal)
- Optical Perks
- Miscellaneous allowance
- Incentives + Bonuses
- Attendance Bonus
- Perfect Attendance Rewards
- 20 paid days off + Birthday Leave
- 2 weeks paid off over Christmas
- Complete wfh equipment + internet subsidy
- Fun Fridays and Free Breakfast
- Positive work culture
- Opportunity for career growth
- Training and development opportunities
Job Qualifications:
- Open for applicants anywhere in the Philippines (non-negotiable: Must have own equipment and stable connection)
- Finance Background is a must
- Real estate experience is preferred;
- Independent, outgoing, fast learner, and excellent communication skills
- Strong attention to details
- Computer literate
- At least 1-2 years of working experience in the related field is required for this position.
- Candidate must possess at least a Bachelor’s/College Degree in Finance, Accounting, or Banking or equivalent.
- 1-4 years of experience as a specialized employee in banking/financial services or equivalent.
Job Responsibilities:
- Prepare compliantly and as per the standards for Statement of Advice, Investment Portfolio Review Statement of Advice, and Record of Advice documents utilizing designated Financial Planning Software (Coin and Xplan).
- Perform accurate financial modeling and compare different financial planning modeling scenarios utilizing the designated financial planning software
- Prepare Product Comparison Checklists when requested.
- Liaise efficiently with clients (financial advisors) to obtain any missing information from job requests.
- To follow and complete required workflow management systems and completion of tasks within specified time frames.
- To provide compliance advice to clients where the client’s documents are not compliant.
- Perform accurate financial modeling and compare different financial planning modeling scenarios utilizing the designated financial planning software.