Cebu City, Central Visayas, Philippines · On-site
5 ELK is looking for an Advice Technology Support Officer, you’ll be the go-to person for Xplan queries, financial planning system guidance, and process support, helping advisers and practices work more efficiently and c…
Skills: Xplan, IRESS Platform, Financial Planning Workflows, User Acceptance Testing, Process Documentation
Cebu City, Central Visayas, Philippines · On-site
The Role We are on a hunt for a highly capable Executive Assistant to support senior leadership in a high‑trust, high‑impact environment. This role goes beyond diary management. You’ll be a key partner to leadership; man…
Skills: Calendar Management, Executive Support, Stakeholder Coordination, Report Preparation, Confidentiality
Cebu City, Central Visayas, Philippines · On-site
As a Client Experience Coach, you’ll be the bridge between our clients and their 5 ELK team. You’ll lead, develop, and manage a pod of team members to deliver an exceptional client experience, while working closely with …
Skills: Leadership, Coaching, Account Management, Client Relationship Management, Performance Monitoring
Cebu City, Central Visayas, Philippines · On-site
As an Accounting Associate, you’ll support an Australian accounting firm by assisting with day‑to‑day accounting tasks, financial processing, and compliance requirements. This role is ideal for someone who already has ba…
Skills: Accounting, Finance, Australian Accounting Processes, Accounts Payable, Accounts Receivable
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Provide practical Xplan support and troubleshoot system issues to help financial advisers work more efficiently. This includes performing UAT, maintaining process documentation, and supporting adviser onboarding and offboarding.
Requires strong hands-on experience with Xplan and the IRESS platform, along with an understanding of financial planning practice operations. Candidates must have experience supporting Australian firms and possess strong English communication skills.
5 ELK is looking for an Advice Technology Support Officer, you’ll be the go-to person for Xplan queries, financial planning system guidance, and process support, helping advisers and practices work more efficiently and consistently.
This role is ideal for someone who understands financial planning workflows & enjoys improving how systems are used in practice.
Is your business understaffed, over budget and under pressure? ASK US how our offshore teams can break the cycle TODAY.
5 ELK is the offshoring solution for financial planning firms and professional services looking for scale, growth and increased profitability. Imagine if you had a team who could save you time, money and your sanity. We strip back your workload so that you can concentrate on the important tasks that impact your bottom line. We save you valuable time and money – crucial resources that can be better spent developing your strategic advice partnerships, wooing clients and growing your business.
Offices: Cebu Dumaguete Pampanga, PH
Is your business understaffed, over budget and under pressure? ASK US how our offshore teams can break the cycle TODAY.
5 ELK is the offshoring solution for financial planning firms and professional services looking for scale, growth and increased profitability. Imagine if you had a team who could save you time, money and your sanity. We strip back your workload so that you can concentrate on the important tasks that impact your bottom line. We save you valuable time and money – crucial resources that can be better spent developing your strategic advice partnerships, wooing clients and growing your business.
Offices: Cebu Dumaguete Pampanga, PH
