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Financial Planning Admin Pro: Client Service & Compliance

Company

Task-Wise Va Consultancy Inc.

Location

, camarines norte, philippines, camarines norte

Posted

June 08, 2026

Position Overview

A leading financial consultancy firm is seeking an Administration Assistant in the Philippines to support financial planning teams. This role is pivotal in ensuring seamless client service, accurate portfolio management, and compliance adherence. With a focus on detail and effective communication, the assistant will assist with meeting preparation, documentation, and client inquiries. Candidates should have strong organizational skills and proficiency in Microsoft Office along with experience in financial services. Competitive salary and excellent career advancement opportunities are offered.
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