Paraplanning Operations Specialist

DBA Advisory in Subic is seeking a detail-oriented Paraplanning Administrator to enhance team operations and improve workflow. Key responsibilities include organizing data from third-party providers, maintaining client records, and managing compliance tasks. The ideal candidate will have a relevant bachelor's degree and be proficient in Microsoft Word and Excel.

Experience in the financial planning sector is advantageous, along with strong communication and interpersonal skills. A commitment to professional development and process improvement is expected.