ZigZag is looking for a Senior Admin Officer to join our team!
 

About our client

Join an Australian privately owned financial planning business, providing advice for 30 years in:

• Superannuation
• Investment
• Insurance
• Estate Planning
• Accounting and Taxation
• Finance

They are a dynamic and growing organisation and require motivated team members to achieve our goals
 

About the role
This role is responsible for the provision of high-level administrative support to the Advice Team

Duties:

• Complete Policy Calls and updating of the Financial Planning tools and client files
• Assist with the requesting of Insurance Quotes and follow-up
• Monitoring of submission and progress of administration documents such as Information Authorities
• Complete product comparison reports and analysis, including research and contacting providers for specific client portfolio information.
• Data entry, including updating of client files and maintaining accuracy
• Research of existing investment and insurance products
• Liaising with insurance firms, superannuation funds, and other platforms

Competencies:

• Proven experience in administrative organization
• Experience in financial administration is preferred but not required
• Experience working with Australian clients is preferred
• Financial industry experience is preferred but not required
• Detail-oriented with strong organizational skills
• High attention to detail
• Must be willing to work onsite from Monday to Friday in Ortigas Center, Pasig City.

• Competitive Salary
• 15 Days Sick Leave
• 15 Days Vacation Leave
• Birthday Leave
• HMO on Day 1
• Opportunity to work in a diverse environment.