Job Overview:

We are seeking a dedicated and enthusiastic Wealth Strategist Assistant to join our Clients’ finance team. The successful candidate will be responsible to take notes, create sales proposals, manage client accounts, assess financial goals, provide reports, and resolve issues while supporting finance tasks and teams.

Work Set Up:

• Employment Type: Full Time
• Shift Schedule: Mon-Fri, 6:00 am to 3:00 pm
• Work Setup: Onsite
• Location: Cavite
• Client Industry: Finance
• 3 Positions Available

Key Responsibilities:

• Being able to take clear notes and summarize those notes to create a sales proposal.
• Managing client accounts by updating portfolio holdings and rebalancing as needed.
• Reviewing client accounts to determine whether they are meeting their investment goals.
• Reviewing client records to identify areas of  financial vulnerability, such as high credit card debt or insufficient emergency savings.
• Consulting with clients to determine their financial goals and objectives.
• Preparing reports and presentations for meetings with clients to discuss their financial status.
• Perform other administrative tasks such as appointment scheduling and documentation preparation.
• Respond to client inquiries in a timely and responsive manner.
• May be required to support in other finance related departments.

Qualifications:

• Bachelor’s degree in any field.
• 2 years of experience in a related role.
• Excellent communication skills (written and verbal).
• Accuracy, keen on details, and ability to do multitask.
• Excellent client service skills.
• Demonstrated problem-solving abilities and a proactive and positive mindset.

Workplace Perks:

• Competitive salary package
• HMO coverage
• Fixed weekends off
• Meal allowance
• Attendance bonus
• 20 days of paid leave to be used on your own discretion (including 5 credits convertible to cash)
• Monthly social activities and annual company outing (domestic/international)
• Vibrant, diverse and inclusive work environment

About Us:

Shadow Office Solutions is an Australian operated BPO committed to delivering exceptional services and innovative solutions to our clients. We pride ourselves on our skilled workforce and a culture of excellence, collaboration and continuous improvement. We’re growing and looking for talented individuals to join our dynamic team.

Shadow Office Solutions is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Please refer to job description.