Financial Planning Assistant (CDO)

Overview of the Role  

A Financial Planning Assistant is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements.  

Main duties include:   

• Summarize client details, set files, and add 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.  
• Preparing application forms, reports, and mindmap presentations.  
• Submitting application forms and following up on applications, insurance, underwriting, medicals, etc.  
• Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc for client meetings  
• Schedule meetings, and appointments and manage travel itineraries.   
• Develop and sustain a level of professionalism among staff and clientele  
• Uphold a strict level of confidentiality  
• Other tasks as assigned by the client or team leader