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Job Description

We are looking for energetic, organized and client-focused people to join our team. The overall objective as a Financial Planning Assistant (FPA) is to become indispensable to our clients by providing them with high-quality work by paying close attention to detail, providing a quick turnaround for completion of tasks and being proactive and responsive to client requirements.

Responsibilities
  • Setup client files and adding client data to the financial planning software
  • Prepare forms, documents, templates
  • Type up client questionnaires
  • Prepare portfolio reports
  • Prepare product comparison reports. This requires emails, phoning insurance and investment companies and get specific client portfolio information
  • Prepare insurance premium estimates and quotes using specific software
  • Prepare PowerPoint and Mindmap presentations
  • Prepare application forms
  • Submit application forms and follow up applications, insurance underwriting, medicals etc.
Other Administrative Tasks
Clients may also require assistance with other tasks such as:
  • 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
Enhance Team and Culture
  • Be team oriented and foster that culture with others
    • Live the VBP values daily, with a focus on continual improvement
    • WOW internal (teammates) and external (clients) while building and fostering solid relationships
    • Focus on the win/win, and always try to understand perspectives that are different than your own
What you need to bring to the table
  • An awesome work ethic and attitude
  • Must pass a written and Oral English exam
  • Has Business related certificate, degree or further education
  • Has customer service experience
  • Office administration and clerical work
  • Basic to intermediate MS Outlook, Excel, Word and PowerPoint knowledge

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