Financial Planning Assistant – CDO

VBP

. Summarize client details, set files, and add data to the financial planning software .

Posted 10/2/2026full-timeCagayan de Oro City • PhilippinesJuniorMid-Level💰 ₱276,000 - ₱300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in financial planning software and Microsoft Applications, with strong communication and research skills. Capable of managing client interactions, preparing detailed reports, and maintaining confidentiality while adapting to changing priorities.

Highest-signal resume keywords

Financial Planning SoftwareMicrosoft ApplicationsGoogle WorkspaceExcellent Communication SkillsCustomer Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryReport PreparationApplication Form SubmissionPortfolio ReportingDocument Management

Soft Skills

Self-ManagementInitiativeFlexibilityMultitaskingProfessionalism

Industry Keywords

Client MeetingsConfidentialityDigital CorrespondenceInsuranceInvestment Companies

About the role

Key responsibilities & impact

Summarize client details, set files, and add data to the financial planning software
Prepare product comparison reports involving digital correspondence with insurance and investment companies to gather specific client portfolio information
Prepare application forms, reports, and mindmap presentations
Submit application forms and follow up on applications, insurance, underwriting, medicals, etc.
Prepare portfolio reports, presentations, forms, documents, invoices, templates, etc. for client meetings
Schedule meetings and appointments and manage travel itineraries
Develop and sustain a level of professionalism among staff and clientele
Uphold a strict level of confidentiality
Perform other tasks as assigned by the client or team leader

Requirements

What you’ll need

Graduate of any course or other related courses but must have a passion for customer service
At least 2 years completion in college + 2 years of work experience
Proficient use of Microsoft Applications and Google Workspace
Excellent communication and research skills
Ability to self-manage and show initiative to drive results
Flexible; ability to multitask, adapt to changing priorities, and prioritize projects
Has an internet connection of at least 15 Mbps
Residence within Cebu or Cagayan de Oro

Benefits

Comp & perks

500K per incident HMO coverage + Dental & Optical benefits
2-week paid Christmas vacation
25K Educational Assistance
Training and equipment will be provided
Fixed Schedule of Mon-Fri from 7 AM to 4 PM