# Financial Planning Assistant (CDO)

> VBP · Cagayan De Oro City, Philippines (Hybrid) · Full-time · Posted 2026-04-28

**Salary:** unknown currency 276,000–300,000

**Workplace:** hybrid

**Department:** Client Successs & Onboarding

## Description

**Overview of the Role**  

A **Financial Planning Assistant** is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements.  

**Main duties include:**   

-   Summarize client details, set files, and add data to the financial planning software  
-   Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.  
-   Preparing application forms, reports, and mindmap presentations.  
-   Submitting application forms and following 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  
-   Other tasks as assigned by the client or team leader

## Requirements

**Successful applicants should:**  

-   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

-   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

## Apply

[Apply at VBP](https://apply.workable.com/vbp/j/0810DAC06C/apply)

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