Offer summary

Qualifications:

At least 2 years of experience in administration, support, or paraplanning roles in financial services., Experience with paraplanning and familiarity with Xplan is highly desirable., Strong written and verbal communication skills, along with excellent attention to detail., Proficient in Microsoft Office, including Excel, Word, and Outlook, with experience in Microsoft AI tools..

Key responsibilities:

Manage calendars, meetings, and email correspondence for financial advisors.

Prepare and finalize client-facing reports and compliance documents in collaboration with advisory teams.

Maintain accurate client data and ensure compliance with financial services regulations.

Coordinate internal workflows and assist with client onboarding and documentation.

Job description

Position Title: EXECUTIVE ASSISTANT (WITH PARAPLANNING EXPERIENCE)
Work Set-up: WFH
Salary: Php 40,000.00 – Php 50,000.00
Schedule: 12AM - 8AM - PHT

JOB DESCRIPTION FOR EXECUTIVE ASSISTANT (WITH PARAPLANNING EXPERIENCE)

As an Executive Assistant: You will serve as a critical support function to our financial advisors and senior executives by combining high-level administrative support with specialized financial services knowledge. Your day-to-day will involve managing schedules, coordinating client engagements, maintaining accurate records, and supporting the paraplanning process through document preparation and compliance monitoring. The ideal candidate is exceptionally organized, a clear communicator, and experienced in paraplanning and financial advisory support—experience with Xplan would be a strong advantage.

Your Responsibilities as an Executive Assistant (With Paraplanning Experience) would be:

• Act as the primary administrative point of contact for the advisor, including managing calendars, meetings, and email correspondence.
• Prepare and finalize Statements of Advice (SoA), Records of Advice (RoA), investment summaries, and client-facing reports in collaboration with the advisory and paraplanning teams.
• Maintain and update client data accurately and ensure compliance with company procedures and financial services regulations.
• Coordinate internal workflow, manage deadlines, and liaise between paraplanners, advisors, and external partners to ensure timely service delivery.
• Assist with client onboarding, documentation collation, and ensuring regulatory requirements such as KYC/AML are met.
• Monitor progress of advice implementation and track client deliverables to completion.
• Prepare meeting agendas, take minutes, and ensure follow-up on assigned tasks post-client meetings.
• Provide backup paraplanning assistance, including research, strategy notes, and technical document drafting as needed.
• Maintain confidential records, manage version control of client files, and support internal audits.
Qualifications as an Executive Assistant (With Paraplanning Experience) would be:
• Paraplanning experience would be great and Xplan experience even better.
• HubSpot experience is a plus.
• At least 2 years' experience working in an administration, support or paraplanning role in financial services.
• Experience working in an international financial advisory firm is highly regarded.
• Strong written and verbal communication skills.
• Excellent attention to detail and analytical skills.

• Well-organised with the ability to work within a team environment or independently.
• Strong interpersonal skills and the ability to develop and maintain client relationships.
• Professional and friendly demeanor with a willingness to take initiative.
• Ability to work well under pressure and meet deadlines.
• Strong Microsoft Office skills including Excel, Word and Outlook, and Microsoft AI tools experience.

Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding and stimulating environment where work-life balance meets a commitment to foster growth.

• Genuinely caring Leadership Team
• Competitive salary package
• Company-provided full set-up for desktop/laptop with a back-up internet
• Free pre-employment Medical Assessment (T&C apply)
• HMO on the first day of hire
• 15 Vacation Leaves and 5 Sick Leaves
• Annual Performance Reviews
• Unlimited Employee Referral Incentives
• Employee Loan Facilities
• Social Clubs and Interest Workshops
• Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
• Statutory Benefits: Maternity, Paternity and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays

About Boomering:

Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.

Providing equal opportunities and collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.

Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.

Website: www.boomering.ph
Career Portal: https://boomering.zohorecruit.com/jobs/Careers
Facebook and LinkedIn: Boomering Inc.; Boomering Careers

This is a remote position.

Salary:

Php 40,000.00 – Php 50,000.00

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