[Remote] Junior Paraplanner & Administrative Assistant (AU Financial Industry, WFH) at Connectly

Philippines

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A$30,000 – A$42,000Compensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Skills

Key technologies and capabilities for this role

Microsoft OfficeXplanCRM platformsKYCFact findsClient communicationReport preparationParaplanning supportInsurance quotesScenario modellingCRM systemsWorkflow trackingDocument formatting

Questions & Answers

Common questions about this position

What is the salary range for this Junior Paraplanner & Administrative Assistant position?

The monthly package is P25,000 – P35,000.

Is this position remote or work-from-home?

Yes, this is a fully remote position with Work From Home (WFH) offered as a benefit.

What skills and qualifications are required for this role?

Requirements include a Bachelor’s degree in a relevant field, 1–2 years of experience in financial services, administration, or paraplanning support, and proficiency in Microsoft Office Suite (Word, Excel, Outlook). Exposure to Xplan or CRM platforms and RG146 or a Diploma of Financial Planning are preferred.

What benefits are offered for this position?

Benefits include Work From Home, Medical, Dental Coverage, and Life Insurance from day 1, Paid Vacation and Sick Leave, Competitive salary package and annual appraisal, Financial Assistance Program, Mandatory Government Benefits and 13th Month Pay, Regular Company Events, and Work-Life Balance and Career Growth Opportunities.

What makes a strong candidate for this paraplanner support role?

Strong candidates will have a Bachelor’s degree, 1–2 years of relevant experience in financial services or administration, proficiency in Microsoft Office, and preferably exposure to Xplan/CRM or financial planning qualifications like RG146.

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

San Francisco, CaliforniaHeadquarters

2020Year Founded

$33.7MTotal Funding

SERIES_BCompany Stage

Consumer Software, AI & Machine Learning, Consumer GoodsIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Flexible Work Hours

Remote Work Options

Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.

Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.

Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.

The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.

Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.

The platform's AI-driven personalization boosts conversion rates and customer satisfaction.

Connectly.ai's multilingual support enhances global customer engagement and market reach.

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