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Freelance Paraplanner
ConnectOS
Posted
4 weeks ago

Metro Manila

Remote

PHP 40K

Contract

Job Categories

Finance Consulting Remote Services Support

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Sema Summary

ConnectOS is seeking a Freelance Paraplanner in Metro Manila for a work-from-home arrangement. The role primarily involves assisting with financial services and requires strong analytical skills. Candidates should be comfortable with remote work and managing client relationships effectively. The compensation is competitive, making it an attractive opportunity for financial professionals. Ideal for those seeking flexibility in their work arrangements.

About Company

ConnectOS is a company that prioritizes client satisfaction and flexibility in the workplace, offering solutions in financial services and beyond.

Core Requirements

Bachelor's degree in finance or related field
Experience in financial analysis
Strong communication skills
Ability to work independently
Proficiency in financial software

Responsibilities

Assist clients with financial planning
Create detailed financial reports
Research financial products
Manage client relationships
Ensure compliance with regulations
Provide ongoing support to clients
Collaborate with financial advisors

Must Have skills

Analytical skillsCommunication skillsFinancial software proficiencyClient managementRemote collaboration

Nice To Have Skills

Negotiation skillsTeamworkAttention to detailTime managementProblem-solving

Tools Knowledge Requried

ExcelFinancial softwareCommunication platformsCRM toolsData analysis tools

Job Keywords

ParaplannerFreelanceFinancial ServicesRemoteAnalysis

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