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Financial Planning Admin Specialist

Company

Task-Wise Va Consultancy Inc.

Location

, camarines norte, philippines, camarines norte

Type

Full-time

A financial services consultancy is seeking an efficient and detail-focused Administration Assistant. The role involves providing high-quality administrative support and ensuring seamless client service throughout the financial planning lifecycle. Responsibilities include preparing meeting packs, maintaining client records, and managing review cycles. The ideal candidate will have exceptional organizational skills and prior experience in a similar environment. Join a supportive work culture with opportunities for career advancement and a competitive salary.
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