Total 3 job vacancies by VBP

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  

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

• 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  

Overview of the Role

The Project Management Officer is responsible for overseeing multiple projects and ensuring they align with the strategic goals of the organization. The Project Manager will ensure that projects are delivered on time, within scope, and within budget while also ensuring the successful implementation of solutions that meet client needs. 

Key Responsibilities:  

• Develop and manage program budgets, schedules, and resource allocations.  

• Manage project delivery against defined scope, cost and quality criteria  

• Coordinate and prioritize project interdependencies within the program.  

• Monitor project performance and progress, ensuring alignment with organizational goals  

• Facilitate program-level risk management and issue resolution  

• Communicate project status, milestones, and deliverables to stakeholders.  

• Develop detailed project plans to track progress.  

• Coordinate internal resources and clients for the flawless execution of projects.  

• Ensure that all projects are delivered on time, within scope, and within budget.  

• Manage changes to the project scope, project schedule, and project costs using appropriate verification techniques.  

• Measure project performance using appropriate systems, tools, and techniques.  

• Report and escalate to management as needed.  

• Conduct requirement analysis  

• Collaborate with cross-functional teams to ensure seamless integration of solutions.  

• Act as the primary point of contact for clients during the program's lifecycle.  

• Facilitate client meetings and presentations to communicate program status, milestones, and deliverables.  

• Gather and document client requirements and feedback to ensure satisfaction with the implemented solutions. 

• Bachelor's degree or equivalent combination of education and work experience 
• 2+ years' experience delivering measurable results in process/project management 
• Strong Analytical and Process Review skills with the ability to manage multiple workstreams and deliverables. 
• Demonstrated ability to analyze, optimize and document complex business processes. 
• A formal certification in PMBOK, Prince2 or PMP would be advantageous  
• Strong collaboration and communication skills 
• Strong analytical skills to analyze data and information. 
• Change agent with the ability to guide others through change 
• Team player with good stakeholder management skills 

• 500K per incident HMO coverage + Dental & Optical benefits ​
• 2-week paid Christmas vacation​
• Electricity & Data subsidies​
• 25K Educational Assistance ​
• Training and equipment will be provided​
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM​

Overview of the Role

The Project Management Officer is responsible for overseeing multiple projects and ensuring they align with the strategic goals of the organization. The Project Manager will ensure that projects are delivered on time, within scope, and within budget while also ensuring the successful implementation of solutions that meet client needs. 

Key Responsibilities:  

• Develop and manage program budgets, schedules, and resource allocations.  

• Manage project delivery against defined scope, cost and quality criteria  

• Coordinate and prioritize project interdependencies within the program.  

• Monitor project performance and progress, ensuring alignment with organizational goals  

• Facilitate program-level risk management and issue resolution  

• Communicate project status, milestones, and deliverables to stakeholders.  

• Develop detailed project plans to track progress.  

• Coordinate internal resources and clients for the flawless execution of projects.  

• Ensure that all projects are delivered on time, within scope, and within budget.  

• Manage changes to the project scope, project schedule, and project costs using appropriate verification techniques.  

• Measure project performance using appropriate systems, tools, and techniques.  

• Report and escalate to management as needed.  

• Conduct requirement analysis  

• Collaborate with cross-functional teams to ensure seamless integration of solutions.  

• Act as the primary point of contact for clients during the program's lifecycle.  

• Facilitate client meetings and presentations to communicate program status, milestones, and deliverables.  

• Gather and document client requirements and feedback to ensure satisfaction with the implemented solutions. 

• Bachelor's degree or equivalent combination of education and work experience 
• 2+ years' experience delivering measurable results in process/project management 
• Strong Analytical and Process Review skills with the ability to manage multiple workstreams and deliverables. 
• Demonstrated ability to analyze, optimize and document complex business processes. 
• A formal certification in PMBOK, Prince2 or PMP would be advantageous  
• Strong collaboration and communication skills 
• Strong analytical skills to analyze data and information. 
• Change agent with the ability to guide others through change 
• Team player with good stakeholder management skills 

• 500K per incident HMO coverage + Dental & Optical benefits ​
• 2-week paid Christmas vacation​
• Electricity & Data subsidies​
• 25K Educational Assistance ​
• Training and equipment will be provided​
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM​