Client Services Administrator – Financial Planning

About 5 ELK

At 5 ELK, we build malupet offshore teams that support financial advisers in Australia, New Zealand, and the UK. Our people are the heroes behind the scenes, providing admin, reporting, and client support that keeps advice businesses running smoothly.

The ROLE

As a Client Services Administrator, you'll be part of that engine room. You'll work closely with financial planners to deliver exceptional back-office support, accurate reporting, and walang katulad na client service.

We have three office locations: Cebu City, Dumaguete & Pampanga (San Fernando) *Office-based

What You'll Do

• Flex your numbers skills & be a valuable player of an international team
• Crunch numbers, prepare reports, letters, and client communications
• Lodge applications and client documentation on time and error-free
• Liaise with financial institutions (banks, fund managers, insurers, etc.)
• Provide reliable admin support to...