client service AdministratorBSA Solutions Inc.

We create an awesome working environment for people who are serious about their career and committed to providing exceptional customer service. We work with financial planners to provide back-office administration and professional support.
Your responsibilities will include:
Ensure client data is accurately recorded in all business system according to agreed processes in CRM application;
Transcribe voice recorded file notes;
Accurate and timely preparations of various reports;
Prepare client communication;
Ensure applications and other client documentation is completed and lodged according to business processes;
Liaise with financial institutions (i.e. banks, fund managers or insurance providers etc.);
Provide back-office administration and support.
Requirements
Experience:
Previous experience as a virtual assistant, preferably working for a foreign client;
Knowledge of the financial services, banking or accounting would be advantageous;
Applied customer service skills.
Attributes:
Highly organised with strong attention to detail;
Committed to creating an awesome team environment;
Continually looking for ways to learn and improve;
Lead by example;
Ability to work autonomously;
Confident to ask questions when unsure;
Have exceptional customer service standards.
Skills:
Strong communication both verbal and written English;
Exceptional numeracy skills, with the ability to prepare and analyze a range of financial reports;
Highly organized with strong attention to detail;
Committed to creating an awesome team environment;
Continually looking for ways to learn and improve.
Education:
Bachelor of Accounting, Accounting Management, Accounting Technology, Commerce, Business Administration (or equivalent);
Advanced knowledge of Microsoft Suite;
Financial programs such as Xero, SAP, MYOM, Peach Tree, Quickbooks, Xplan or insurance quoting software (preferred but not essential);
Benefits
HMO with 200k benefits, life insurance and other insurance cover for you and your dependent, and option to include additional dependent from start date;
Personalized learning and development program, coaching and mentoring by qualified and experienced professionals; and
Modern fit-out and workstation designed for COVID-19 prevention.
Located in Mandaue and IT Park offices, with parking facilities;
Transport service available upon request.
Zoho

Cebu City, Cebu
Permanent
Full-time