admin/ Personal AssistantConnectOS

Looking for an individual who is driven by customer service and can work in a high paced but rewarding environment. The role will start as a personal assistant to one of the most successful financial planner. The role can develop into an associate financial planner for the right candidate, which will see the candidate look after their own portfolio of clients.
Monitoring and managing advisor emails. Responding where required. Drafting emails for advisor.
Answering diverted phone calls for advisor and attending client's needs.
Ensuring files are up to standard before advisor meetings and liaising with the administration team where necessary
Assisting advisor with strategies for files
Completing post meeting notes and checking that it is up to standard. Finalizing the File Checklist and liaising with administration team when checklist is not completed.
Completing applications documents with the client once advisor has given the advice and the client is ready to proceed.
Following up with administration team, insurers and superannuation funds to ensure actioned items are completed as per process/advice in a timely manner.
Attending advisors meetings. Taking notes where necessary and following advisor instructions post meeting.
Reporting to advisor on areas that could improve to create further efficiency.
Contacting clients and booking meetings for advisor.
Assisting advisor on developing processes to further enhance the customer service experience as required.
Assisting advisor on getting referrals, feedback and reviews.
Various ad hoc requests.
Requirements
Minimum of 1 year experience as Admin/PA/EA
Customer Service experience with inbound/outbound calls
Proficient with MS Office
Effective communication skills (Oral and written)
Resilient;
Flexibility
Confident
Benefits
HMO on Day 1
Temporary Work from Home Set Up
Fixed Dayshift Schedule
SL/VLs
Paid Government Mandated Benefits (SSS, PHIC, Pag-IBIG)
Equipment provided
Work-life balance
ConnectOS

Mandaluyong City, Metro Manila
Temporary
Full-time