Financial Service Associate

Position Title: Financial Service Associate

Reports To: Partner, Partner Advisor

Primary Relationships: Partner Team

Date: October 2024

Schedule: 11:00 AM - 8:00 PM PHT

Responsibilities:

• Utilize online systems and portals for generating illustrations, processing applications, and obtaining product literature as needed

• Prepare client correspondence in a timely and accurate manner

• Collate paperwork and documentation for adviser meetings

• Process client recommendations and proactively follow up with product providers on behalf of clients

• Keep advisers informed of any difficulties or non-standard matters

• Update and maintain accuracy of the CRM and computer-based filing system

• Prepare and check compliance of new business packs/submissions

• Transfer data from paper fact finds onto the client system

• Support commission reconciliation process by analyzing unmatched commission

• payments and resolving any discrepancies

• Chase clients for outstanding information

• Follow company policies and procedures, and report any needed changes

• Maintain customer confidence and protect operations by handling information confidentially

Qualifications:

• Good knowledge of investment, life, pension, and trust products and legislation

• Strong IT skills, particularly in Word, Outlook, and Excel

• Excellent written and verbal communication skills

• Attention to detail and accuracy in data entry

• Strong organizational skills

• Experience in economics, business finance, business management, accounting technology, accountancy, industrial engineering, information and technologies, or at least 1 year of financial industry experience