WE’RE HIRING!

Start your career at DBA.

VIRTUAL ASSISTANT TO FINANCIAL PLANNERS (US ACCOUNT)

We are constantly searching for talented, professional, and creative people. If you believe you can be a part of a highly-dynamic team and can contribute to the firm’s success, we are interested in hearing from you. 

QUALIFICATIONS:

  • Graduate of Bachelor’s Degree in Financial Management, Economics or any equivalent.
  • Preferably with experience in financial products such as life insurance and mutual funds.
  • Excellent written and verbal communication skills/ good command of the English language
  • Proficient in using MS office and CRM programs
  • Knowledgeable in using financial software such as MonyGuidePro, eMoney, etc. is a big plus
  • With good organizational and listening skills, attention to details.
  • Applicants with Certified Financial Planner (CFP), Request for proposal (RFP) or similar financial designation is a big plus
  • Numbers oriented is a must.
  • Excellent in client management, can meet deadlines, perform multiple tasks
  • Confident in dealing with clients
  • Willing to be assigned in night shift

Full Time
Location: Subic Office
Closing Date: Tuesday, April 30, 2019

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