Executive Assistant (With Paraplanning Experience)
Executive Assistant (With Paraplanning Experience)
Posted on :
28-05-2025
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1 Vacancy
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Monthly Salary
40000 - 50000
Vacancy
1 Vacancy
Posted on :
28-05-2025
Job Description
This is a remote position.
Position Title: EXECUTIVE ASSISTANT (WITH PARAPLANNING EXPERIENCE)Work Set-up: WFH
Salary: Php 40000.00 Php 50000.00
Schedule: 12AM - 8AM - PHT
JOB DESCRIPTION FOR EXECUTIVE ASSISTANT (WITH PARAPLANNING EXPERIENCE)
As an Executive Assistant: You will serve as a critical support function to our financial advisors and senior executives by combining high-level administrative support with specialized financial services knowledge. Your day-to-day will involve managing schedules coordinating client engagements maintaining accurate records and supporting the paraplanning process through document preparation and compliance monitoring. The ideal candidate is exceptionally organized a clear communicator and experienced in paraplanning and financial advisory support experience with Xplan would be a strong advantage.
Your Responsibilities as an Executive Assistant (With Paraplanning Experience) would be:
Act as the primary administrative point of contact for the advisor including managing calendars meetings and email correspondence.
Prepare and finalize Statements of Advice (SoA) Records of Advice (RoA) investment summaries and client-facing reports in collaboration with the advisory and paraplanning teams.
Maintain and update client data accurately and ensure compliance with company procedures and financial services regulations.
Coordinate internal workflow manage deadlines and liaise between paraplanners advisors and external partners to ensure timely service delivery.
Assist with client onboarding documentation collation and ensuring regulatory requirements such as KYC/AML are met.
Monitor progress of advice implementation and track client deliverables to completion.
Prepare meeting agendas take minutes and ensure follow-up on assigned tasks post-client meetings.
Provide backup paraplanning assistance including research strategy notes and technical document drafting as needed.
Maintain confidential records manage version control of client files and support internal audits.
Qualifications as an Executive Assistant (With Paraplanning Experience) would be:
Paraplanning experience would be great and Xplan experience even better.
HubSpot experience is a plus.
At least 2 years experience working in an administration support or paraplanning role in financial services.
Experience working in an international financial advisory firm is highly regarded.
Strong written and verbal communication skills.
Excellent attention to detail and analytical skills.
Well-organised with the ability to work within a team environment or independently.
Strong interpersonal skills and the ability to develop and maintain client relationships.
Professional and friendly demeanor with a willingness to take initiative.
Ability to work well under pressure and meet deadlines.
Strong Microsoft Office skills including Excel Word and Outlook and Microsoft AI tools experience.
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System) Boomering provides a fun rewarding and stimulating environment where work-life balance meets a commitment to foster growth.
Genuinely caring Leadership Team
Competitive salary package
Company-provided full set-up for desktop/laptop with a back-up internet
Free pre-employment Medical Assessment (T&C apply)
HMO on the first day of hire
15 Vacation Leaves and 5 Sick Leaves
Annual Performance Reviews
Unlimited Employee Referral Incentives
Employee Loan Facilities
Social Clubs and Interest Workshops
Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
Statutory Benefits: Maternity Paternity and Solo Parent Leaves Magna Carta for Women Retirement Benefits OT and Premium Pays
About Boomering:
Boomering is an ISO-certified leading BPO company in Clark Freeport Zone Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service Transparency Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and collaborative culture of excellence Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.
Website:
Career Portal: and LinkedIn: Boomering Inc.; Boomering Careers
Admin, Virtual Assistant
Employment Type
Full Time
Key Skills
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