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  • Description

  • Job Description

    -Client data gathering and information update

    -Profile update

    -Document preparation

    -Email monitoring and management

    -Preparing reports

    -Other related tasks that may be assigned


    -With Bachelor’s degree in Accountancy or allied courses

    -Experienced in using different accounting software and applications

    -Knowledgeable in preparing reports and records

    -Background in Financial Planning and use of Xplan software is a plus

    -Excellent communication skills both verbal and written

    -Has keen attention to details

    -Has leadership skills and can relate well with a team

    -Highly organized and can do multi-tasking

    -Can work with minimum supervision

    Competitive salary awaits the qualified candidate. Work in a less stress and less pressure work environment. Definitely day shift work!

  • Requirements

  • Minimum education level: Bachelor´s Degree
  • Years of experience: 1
  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No

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Job summary

  • Admin and Financial Planning Assistant

  • Pampanga, Central Luzon

  • Company

    Optimal Outsourcing
  • Type of contract

    Permanent contract

  • Work type

    Full Time

  • Apply