Senior Financial Planning Assistant - Client-Focused Ops

A leading financial services firm in Cebu City is looking for a Senior Financial Planning Assistant to support their financial planning team. Responsibilities include preparing client reports, managing data, and upholding client confidentiality. Candidates should have at least 3 years in a financial planning or client service role, strong proficiency in MS Office, and excellent communication skills. The role offers competitive benefits including HMO coverage, a paid Christmas vacation, and educational assistance.
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