Paraplanner (US Wealth Management, Office-based)

ConnectOS

📍 mandaluyong, metro manila, Philippines

Full-time Finance

Job Description

With 30K Sign On Bonus payable in 6 months.

Schedule: Monday - Friday (9 PM - 6 AM Manila Time) – Onsite.

What are we looking for?

Skills Required

  • Bachelor's degree in accounting, finance, mathematics or related field
  • Minimum of 2 years' experience in analysis or reporting, experience as a paraplanner a plus
  • Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
  • Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  • Ability to be exact and accurate with a very high attention to detail
  • Ability to communicate (orally and in writing) in a professional manner when dealing with employees, vendors and company contacts
  • Competent computer skills including Microsoft Suite
  • Ability to multitask and manage multiple projects at once
  • Ability to maintain...
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