Financial Advisor's assistant (dayshift) - cebuVA Platinum

Get a chance to receive a P10,000 Sign-on bonus!*
About the Role:
We are hiring Virtual Assistants to provide administrative/client services support to Australian clients and their businesses. All activities other than direct client sales should be handled by this role. This will involve general administrative duties such as handling telephone enquiries, managing databases, managing files to ensure compliance.
Tenured (3 years experience) employees from the KPO, BPO, Outsourcing & Shared Services companies open to being trained in this Industry are welcome to apply!
Tasks and Responsibilities:
Manage incoming emails, mails, faxes & message bank.
Sales support, (e.g. Assist with client appointment booking, research into client recommendations, quoting, processing, filing and preparing client documents).
Liaising with fund managers, administrators and life companies/banks regarding client affairs.
Client service, (e.g. attend to client query and request).
Maintenance of client databases and creation of files.
Assist with management reporting on a monthly basis or as required.
Processing applications, renewals or changes to existing client records.
Ensuring regulatory compliance.
Developing and maintaining professional relationships with new and existing clients.
Contribute to the growth of the business by suggesting system/process improvement.
What's in it for you?
Dayshift schedule with weekends off
HMO Day 1 + 3 dependents. for free
Competitive Package and benefits
2-week Christmas Break and Annual Leaves
Full-time position with Gov't. Benefits (SSS, Philhealth, etc.)
Temporary work from home set up due to CoVid (equipment/PCs will be provided)
Non-negotiable Requirements:
Stable Internet Connection (at least 10 Mbps)
Laptop or PC w/ Webcam (Online Recruitment Process)
Cebu residents only
Ideal Candidate:
MUST have at least 3 years experience in any of the following roles:
Virtual Assistant / Executive Assistant / Employee in a BPO, KPO, or Shared Service or Insurance company (Analyst, C/TSR, SME, Finance, Accounting, Operations Support, etc.).
Must have completed at least 2 years in any Bachellor's degree
MUST have excellent written and verbal English
Experience working in an Australian Financial Planning Industry is a plus
Experience with Accounting, Real Estate, Life insurance or Commercial lending industries a plus
MUST have at least Intermediate Microsoft Office skills (skills in other software or CRMs will be in advantage)
Tech-savvy with good customer service skills
Excellent communication and interpersonal skills
Excellent Analytical & Problem-solving skills
High attention to detail
Strong organisational and multitasking skills
Excellent Time management skills
Good Decision-making skills
Flexibility and can-do attitude
Ability to work autonomously and is a team player
How to apply?
Apply here on Bossjob
Or email you CVs to recruitment(at)vaplatinum.com.au
Or apply via this link: https://bit.ly/3wPO7AZ
About VA Platinum:We are not your average Virtual Assistant provider in the Philippines. Everything we do focuses on being extraordinary. From our superstar staff to our business coaching services, our culture, and impressive systems. Visit our website at www.vaplatinum.com.au.
Other Cebu-Based Career Opportunities:
Financial Planning VAs
Mortgage Broking VAs
Executive Assistants
Digital Marketing Specialists
Team Leaders
LinkedIn Specialists
Compliance Assistants/Practice Engineers
Paraplanners (anywhere in the PH)
Mortgage Parabrokers (anywhere in the PH)
Want to know more? Check out our open positions here:
https://www.facebook.com/VAPlatinum/jobs/
Bossjob

Cebu City, Cebu
Temporary
Full-time