Senior Admin Officer | Onsite | Start In 2025

ZigZag is looking for a Senior Admin Officer to join our team! About our client Join an Australian privately owned financial planning business, providing advice for 30 years in:
SuperannuationInvestmentInsuranceEstate PlanningAccounting and TaxationFinanceThey are a dynamic and growing organisation and require motivated team members to achieve our goals
 
About the role
This role is responsible for the provision of high-level administrative support to the Advice Team
Duties: Complete Policy Calls and updating of the Financial Planning tools and client filesAssist with the requesting of Insurance Quotes and follow-upMonitoring of submission and progress of administration documents such as Information AuthoritiesComplete product comparison reports and analysis, including research and contacting providers for specific client portfolio information.Data entry, including updating of client files and maintaining accuracyResearch of existing investment and insurance productsLiaising with insurance firms, superannuation funds, and other platformsCompetencies: Proven experience in administrative organizationExperience in financial administration is preferred but not requiredExperience working with Australian clients is preferredFinancial industry experience is preferred but not requiredDetail-oriented with strong organizational skillsHigh attention to detailMust be willing to work onsite from Monday to Friday in Ortigas Center, Pasig City.What you can get:Competitive Salary15 Days Sick Leave15 Days Vacation LeaveBirthday LeaveHMO on Day 1Opportunity to work in a diverse environment.