Financial Planning Assistant (Onsite) - Sign-On Bonus Available

Are you a detail-oriented professional looking to advance your career in financial planning? VA Platinum is seeking a motivated Financial Planning Assistant to join our dynamic team in Bali. This is a fantastic opportunity to work with Australian clients and contribute to a global financial planning firm. At VA Platinum, we are committed to providing exceptional service and support to our clients, and we are looking for a dedicated individual to join our team in Canggu.

As a Financial Planning Assistant, you will play a crucial role in supporting our financial planners in delivering high-quality financial advice to our clients. You will be responsible for various tasks, including data entry, research, and administrative support. This role offers a unique opportunity to work in a vibrant and diverse environment, while gaining valuable experience in the financial services industry.

We are offering a competitive salary package, including a sign-on bonus, and the chance to work in a beautiful and culturally rich location. If you are passionate about financial planning and eager to take your career to the next level, we encourage you to apply.

📋 Tanggung Jawab Pekerjaan

• Assist in the preparation and analysis of financial reports and projections using tools such as Excel and QuickBooks.
• Support financial planners in the development and implementation of financial plans for clients.
• Conduct market research and stay up-to-date with industry trends and regulations.
• Manage client records and ensure accurate and timely documentation of all financial transactions.
• Provide administrative support to the financial planning team, including scheduling appointments and coordinating with other departments.
• Assist in the preparation of client presentations and reports, ensuring clarity and accuracy.
• Collaborate with the marketing team to support client acquisition and retention efforts.
• Participate in team meetings and contribute to the development of best practices and procedures.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 2 years of experience in a financial planning or administrative role, preferably in the financial services industry.
• Proficient in Microsoft Office Suite, particularly Excel and Outlook.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Familiarity with financial planning software such as ADP, Guideware, or similar platforms is a plus.
• Certification in financial planning or a related field is a plus.

🛠️ Keahlian

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