178 Planning Assistant jobs in the Philippines

Planning Assistant in Bicol

For full job description please see PDF file on Civil Service Commission site by clicking on this job ad. To apply, please kindly follow the procedure described in the PDF file.

To assist the planning head in making plan of projects before and during implementation in accordance with cost estimates. Areas of planning project schedule, configuration and design, refractory material preparation, tools, equipment, manpower loading, consumable preparation, mobilization, demobilization, monitoring and reporting.

• GRADUATED IN BACHELOR'S DEGREE IN ENGINEERING
• AT LEAST WITH EXPERIENCE IN AN ENGINEERING ROLE
• FRESH GRADUATES/ENTRY LEVEL APPLICANTS ARE WELCOME TO APPLY.
• COMPUTER LITERATE
• STRONG COMMUNICATION, INTERPERSONAL, AND MATHEMATICAL SKILLS.
• ATTENTION TO DETAIL.
• ABILITY TO HANDLE CONFIDENTIAL INFORMATION.

Be a part of a revolutionary change
Sales and Marketing at PMI feels like building a new business – but with the accumulated expertise of a global brand behind you. Bring us your curiosity and capacity to engage people and you can be part of the digital, Omni-channel team that's driving our huge commercial transformation.

Purpose Of The Job
PMFTC is seeking talented people to join our Commercial Planning group.

Providing commercial planning support to the Sales Team (Sales Office and/or Satellite Sales Office and/or region and/or headquarters) to ensure efficient operations. Ensures that all tasks are performed in a timely manner ensuring accuracy of outputs and confidentiality.

Accountabilities
: Your day to day tasks are the following:
Responsible for overall compliance to iSMS process, including tasks but not limited to:
Goods (FG) reconciliation

• Generate and provides data required for FG reconciliation
• Uploads FG reconciliation report for approval of SM and Finance

Reconciliation

• Daily validation of load & load and stock summary reports from salesman vis-a-vis stock balance in iSMS

Plan Maintenance

• For all Territory recuts/reassignments, ensure changes are encoded in iSMS

Customer Master Data

• coordination with the Field Sales Force and Supervisor
• Regularly reviews customer master data to ensure data accuracy and completeness of customer records
• Ensure all customer records adhere to company standards and no duplicate customer records
• Validates accuracy of uploaded customer documents vis-a-vis data input in iSMS
• Coordinates customer admission and deactivation

Reporting and Analysis

• Generates data required for target setting
• Provides accurate reports to Field Sales Management in accordance to standards, guidelines, and schedule
• Provide daily sales reports to HQ SI based on sales per salesman/ sales office (DSMT - Daily Sales Monitoring Template)
• Provides adhoc reports to operations upon request

iPAD Run and Support

• Ensure level 0 concerns are resolved following the knowledge based (KB) document
• Coordinates with Area Planning Support, Information System, and Sales Systems for iPAD related concerns such as but not limited to 1. IOS update 2. iSMS updates
• Responsible for the inventory of all iPAD devices in the sales office

Administration

• Ensures hardcopy records stock summary, stock movement reports, load plans, CMR, CPF, etc are maintained
• Conducts regular housekeeping of these hardcopy records following proper retention policy in reference to the Global Retention Schedule

Skill and competencies: -

• Should be a graduate of 4 year course
• At least 1-2 years of sales or finance reporting.
• Experience in building and analyzing data (forecasting, target setting)
• Perform comprehensive data analysis and make recommendations
• Highly proficient in Microsoft excel (data validation, conditional formatting, etc)
• Ability to think strategically.

Work Location: Guiguinto Sales Offices
Work Schedule: Mondays to Saturdays, no fixed schedule and can start as early as 8:30 AM
Our above market practice on Compensation & Benefits provide you with:

• Guaranteed 14th month pay
• HMO coverage for you and your qualified dependents
• PHP 10,000 annual medical reimbursement
• Retirement Plan
• Leave Conversion

At PMI, we are fostering a diverse, equitable, and inclusive workplace. We see diversity as our greatest strength, and are committed to building an inclusive culture and workplace reflective of the world's diversity. Our focus is on creating an environment where our employees from across the globe can be their true selves at work, contribute their best, support each other, and drive the innovation and consumer-centricity needed to help us to achieve our vision of a smoke-free future.

With huge change, comes huge opportunity. So, wherever you join us, you'll enjoy the freedom to dream up and deliver better, brighter solutions and the space to move your career forward in endlessly different directions.

15274

Position Type:
Full Time

Location:
Philippines (Remote)

Schedule:
Monday-Friday, 9am-5:30pm Australia Time

About the Company

Our client is based in Australia that specializes in providing expert financial advice in the areas of insurance and wealth management.

About the Role

As an Administration Assistant, you will be responsible for maintaining CRM data, generating reports, assisting with client research, supporting investment strategies, and handling administrative tasks related to financial planning.

We are looking for a collaborative, detail-oriented, and action-driven individual with strong English communication skills (both written and verbal) who thrives in a fast-paced environment. The ideal candidate has a keen eye for detail, can think independently of tasks and processes and the capability to effectively manage your time independently throughout the workday.

Responsibilities

• Support the broader business by compiling data; drafting letters and documents as needed
• Data entry to and from our CRM and Document Management tools
• Maintain CRM client information with relevant updates
• Creating reports from the CRM and providers portals, providing analysis to relevant stakeholders
• Collect and document business requirements and process improvement/automation efforts
• Project research and special projects for the team as required
• Formatting, drafting, editing and sending emails and customer correspondence.
• Assist advisers in researching existing clients' products.
• Conduct research on insurance products, financial concepts, superannuation retirement and tax strategies
• Collaborate with advisors to identify appropriate investment strategies based on client needs and goals
• Attend client meetings with advisors to present and review financial plans, work with clients to gather necessary information and documents, understand and interpret financial and tax documents related to clients' investments, manage and update client information in the company's database.

Competencies and Qualifications

• 3 years of experience as an Administration Assistant or in a similar role in the financial planning industry
• Proficient in financial planning software such as AdviserLogic or XPlan, or similar tools is required
• Strong numerical and logical reasoning skills
• Good with math and comfortable working with numbers
• Familiarity with Superannuation, Centrelink and Investments in Australia
• A desire to become an expert in wealth products and advice preparation.
• Excellent command of the English language
• Strong skills in Microsoft Excel and MS Office is a must
• Meticulous attention to details, especially in calculations and materials prepared
• Self-starter, has the ability to work independently and takes initiative. There are elements to your training that will be expedited if you are able to take initiative with respect to your learning
• Strong written and verbal communication skills

What We Offer

• 100% Remote Work
• 13th Month Pay
• Healthcare (HMO)
• Comprehensive Fringe Benefits package
• Paid Service Incentive Lead (SIL)
• Paid Philippines Holidays
• Free Learning and Development Programs

Application Process

We understand that searching for a new job can be challenging, and we're here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we'll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.

Be a part of a revolutionary change

Sales and Marketing at PMI feels like building a new business – but with the accumulated expertise of a global brand behind you. Bring us your curiosity and capacity to engage people and you can be part of the digital, Omni-channel team that's driving our huge commercial transformation.

Purpose of the Job:

PMFTC is seeking talented people to join our Commercial Planning group.

Providing commercial planning support to the Sales Team (Sales Office and/or Satellite Sales Office and/or region and/or headquarters) to ensure efficient operations. Ensures that all tasks are performed in a timely manner ensuring accuracy of outputs and confidentiality.

Accountabilities: Your day to day tasks are the following:

Responsible for overall compliance to iSMS process, including tasks but not limited to:

Goods (FG) reconciliation

• Generate and provides data required for FG reconciliation
• Uploads FG reconciliation report for approval of SM and Finance

Reconciliation

• Daily validation of load & load and stock summary reports from salesman vis-a-vis stock balance in iSMS

Plan Maintenance

• For all Territory recuts/reassignments, ensure changes are encoded in iSMS

Customer Master Data

• coordination with the Field Sales Force and Supervisor
• Regularly reviews customer master data to ensure data accuracy and completeness of customer records
• Ensure all customer records adhere to company standards and no duplicate customer records
• Validates accuracy of uploaded customer documents vis-a-vis data input in iSMS
• Coordinates customer admission and deactivation

Reporting and Analysis

• Generates data required for target setting
• Provides accurate reports to Field Sales Management in accordance to standards, guidelines, and schedule
• Provide daily sales reports to HQ SI based on sales per salesman/ sales office (DSMT - Daily Sales Monitoring Template)
• Provides adhoc reports to operations upon request

iPAD Run and Support

• Ensure level 0 concerns are resolved following the knowledge based (KB) document
• Coordinates with Area Planning Support, Information System, and Sales Systems for iPAD related concerns such as but not limited to 1. IOS update 2. iSMS updates
• Responsible for the inventory of all iPAD devices in the sales office

Administration

• Ensures hardcopy records stock summary, stock movement reports, load plans, CMR, CPF, etc are maintained
• Conducts regular housekeeping of these hardcopy records following proper retention policy in reference to the Global Retention Schedule

Skill and competencies: -

• Should be a graduate of 4 year course
• At least 1-2 years of sales or finance reporting.
• Experience in building and analyzing data (forecasting, target setting)
• Perform comprehensive data analysis and make recommendations
• Highly proficient in Microsoft excel (data validation, conditional formatting, etc)
• Ability to think strategically.

Work Location: Legaspi Sales Office

Work Schedule: Mondays to Saturdays, no fixed schedule and can start as early as 8:30 AM

Our above market practice on Compensation & Benefits provide you with:

• Guaranteed 14th month pay
• HMO coverage for you and your qualified dependents
• PHP 10,000 annual medical reimbursement
• Retirement Plan
• Leave Conversion

At PMI, we are fostering a diverse, equitable, and inclusive workplace. We see diversity as our greatest strength, and are committed to building an inclusive culture and workplace reflective of the world's diversity. Our focus is on creating an environment where our employees from across the globe can be their true selves at work, contribute their best, support each other, and drive the innovation and consumer-centricity needed to help us to achieve our vision of a smoke-free future.

With huge change, comes huge opportunity. So, wherever you join us, you'll enjoy the freedom to dream up and deliver better, brighter solutions and the space to move your career forward in endlessly different directions.

Here at VBP, we pursue excellence by always putting people first

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

Benefits you and your family can enjoy:

• 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

Non-negotiable requirements

• Has an internet connection of at least 15 Mbps
• Residence within Cebu

JOB DESCRIPTION:

• Assist the PPIC Officer on ATP monitoring of production and deliveries.
• Properly incorporate IE principles on planning procedures.
• Responsible for verification of time study for capacity profiles of production.
• Act as documentation control of PPIC records, documents, and forms

JOB QUALIFICATIONS:

• BS Industrial Engineering.
• Familiar with food manufacturing operation and processes.
• At least 1 year work experience.
• Leadership and people handling.
• Problem solving and decision making.

FUNCTIONS AND RESPONSIBILITIES

1. OFFICE DUTIES

2. Prepares clear, complete, and accurate working plans and detailed drawings of new stores and renovations.

3. Prepares purchase requisition of OSM, fixtures and equipment of an assigned project and monitors that all are delivered on time and properly.
4. Prepares complete bid documents and ensures that they are completely distributed prior to pre-bid conferences.

5. Assists in the review of concessionaire/tenants' design proposals and ensures if the standard design guidelines are being followed prior approval of SPD Manager.

6. ON-SITE/FIELD DUTIES

7. Monitors closely site construction of an assigned project to ensure that all trades (contractors and Suppliers) are working cohesively.

8. Coordinates and works closely with the engineers to make sure all Technical Requirements are acceptable and installed accordingly.
9. Rationalizes and submits weekly construction accomplishments report including updated construction bar charts.
10. Coordinates and officiates weekly construction meetings of an assigned project to provide an accurate report of all construction status and concerns.

11. Monitors and checks the delivery and quality of the fixtures, OSM materials and equipment on site and ensures all supplies and manufacturers deliver the items per approved design and specifications.

12. OTHERS

13. Assists in preparation of all communication letters/memos, scope of works, in-house estimates, specifications and other bid documents.

14. Assists in checking and properly acts on maintenance repair works requested by Store Operations.
15. Renders schematic design paraphernalia for visual presentations.

QUALIFICATIONS

• Graduate of Architecture with experience in AutoCAD, SketchUp, and Microsoft Office.
• Preferably with experience in retail construction.

Be a part of a revolutionary change

Sales and Marketing at PMI feels like building a new business – but with the accumulated expertise of a global brand behind you. Bring us your curiosity and capacity to engage people and you can be part of the digital, Omni-channel team that's driving our huge commercial transformation.

Purpose of the Job:

PMFTC is seeking talented people to join our Commercial Planning group.

Providing commercial planning support to the Sales Team (Sales Office and/or Satellite Sales Office and/or region and/or headquarters) to ensure efficient operations. Ensures that all tasks are performed in a timely manner ensuring accuracy of outputs and confidentiality.

Accountabilities: Your day to day tasks are the following:

Responsible for overall compliance to iSMS process, including tasks but not limited to:

Goods (FG) reconciliation

• Generate and provides data required for FG reconciliation
• Uploads FG reconciliation report for approval of SM and Finance

Reconciliation

• Daily validation of load & load and stock summary reports from salesman vis-a-vis stock balance in iSMS

Plan Maintenance

• For all Territory recuts/reassignments, ensure changes are encoded in iSMS

Customer Master Data

• coordination with the Field Sales Force and Supervisor
• Regularly reviews customer master data to ensure data accuracy and completeness of customer records
• Ensure all customer records adhere to company standards and no duplicate customer records
• Validates accuracy of uploaded customer documents vis-a-vis data input in iSMS
• Coordinates customer admission and deactivation

Reporting and Analysis

• Generates data required for target setting
• Provides accurate reports to Field Sales Management in accordance to standards, guidelines, and schedule
• Provide daily sales reports to HQ SI based on sales per salesman/ sales office (DSMT - Daily Sales Monitoring Template)
• Provides adhoc reports to operations upon request

iPAD Run and Support

• Ensure level 0 concerns are resolved following the knowledge based (KB) document
• Coordinates with Area Planning Support, Information System, and Sales Systems for iPAD related concerns such as but not limited to 1. IOS update 2. iSMS updates
• Responsible for the inventory of all iPAD devices in the sales office

Administration

• Ensures hardcopy records stock summary, stock movement reports, load plans, CMR, CPF, etc are maintained
• Conducts regular housekeeping of these hardcopy records following proper retention policy in reference to the Global Retention Schedule

Skill and competencies: -

• Should be a graduate of 4 year course
• At least 1-2 years of sales or finance reporting.
• Experience in building and analyzing data (forecasting, target setting)
• Perform comprehensive data analysis and make recommendations
• Highly proficient in Microsoft excel (data validation, conditional formatting, etc)
• Ability to think strategically.

Work Location: Guiguinto Sales Offices

Work Schedule: Mondays to Saturdays, no fixed schedule and can start as early as 8:30 AM

Our above market practice on Compensation & Benefits provide you with:

• Guaranteed 14th month pay
• HMO coverage for you and your qualified dependents
• PHP 10,000 annual medical reimbursement
• Retirement Plan
• Leave Conversion

At PMI, we are fostering a diverse, equitable, and inclusive workplace. We see diversity as our greatest strength, and are committed to building an inclusive culture and workplace reflective of the world's diversity. Our focus is on creating an environment where our employees from across the globe can be their true selves at work, contribute their best, support each other, and drive the innovation and consumer-centricity needed to help us to achieve our vision of a smoke-free future.

With huge change, comes huge opportunity. So, wherever you join us, you'll enjoy the freedom to dream up and deliver better, brighter solutions and the space to move your career forward in endlessly different directions.