Financial Planning Assistant

TOA Global

Be part of a global team and expand your skillset in Australian Financial Planning!

Financial Planning Assistant

About TOA Global:
TOA Global is a market leader in providing outsourcing solutions for firms in Australia, New Zealand, USA, UK and across the globe. Over the past 7 years, we have expanded to over +1,560 staff holding various positions ranging from Executive Assistants, Accountants, Marketing and more. We are composed of diverse and passionate team members upholding our values of Dreaming Big, Keeping It Real, Being Awesome, and Bringing the WOW!
We provide work/life balance, rewards and recognition programs, internationally-recognized courses and values-centric environment for each of us to succeed. You will enjoy monthly values awards, annual team building, sportsfest, quarterly townhalls, client week, year-end party and many more…

Our values are: Dream Big, Keep it Real, Be Awesome, and Bring the WOW!

Duties and Responsibilities:
  • Update client data and investment detail
  • Assist with preparing / Prepare Statements of Advice and Records of Advice
  • Prepare/generate performance reports, portfolio valuation and asset allocation.
  • Input of data and portfolio modelling of client strategies
  • Prepare letters to client (Fee disclosure statements among others).
  • Follow up information from financial advisers and clients
  • Document processing
  • Sorting through scanning daily and saving to system;
  • Maintaining our database;
  • Ensure accuracy of information; enter and save data in appropriate location as set out by the client
  • Maintains data entry requirements by following data program techniques and procedures.
  • Other related tasks assigned
Systems Used
  • Salesforce
  • MS Office

  • Graduate of Bachelor's degree.
  • Less than a year or more experiences in handling AU Financial planning process.
  • Adept in using MS Office applications; preferably has background in Salesforce (but will be trained on this)
  • Capable of communicating and coordinating with clients
  • Excellent communication skills written and verbally
  • Organized and attentive to details.
  • Amenable to work onsite the office.

Site: Cebu
Office: 16th Flr. Tower B, Skyrise 4, IT Park, Cebu City
Schedule: Monday-Friday, 7am-4pm