mortgage admin SupportRemote Philippines

Seeking an Exceptional Admin Officer to work Freelance Full time for an Auckland, NZ Financial Advisory Firm:
What you will do:
CRM management (lead creation, maintain accuracy by updating once info becomes available from succeeding meetings)
Data entry (from provider portals, application forms etc to CRM)
Transcriptions from post meeting audio (Various advisers, average 5 short audio per day sometimes less, sometimes none)-Post meeting actions (sending ty email to clients and copy of meeting summary + required documents to proceed to next steps)
Pre-filling of planning worksheet based from scribbles, Fact Find, etc
Checking of requirements making sure all required docs are received and ready for Adviser to pick up for planning
Audit of post meeting actions required if it is picked up and attended to by the team
Notifying the person if anything is missed
Updating general admin tracker for lead counts/sources and other manual trackers required by the business
Assist the Team Manager on Operations work required to push deals forward and admin help during underwriting/post issue as needed but mostly data entry work)
Social media management (graphic creation, posting/reposting)
Other admin tasks that may be required by the client (research, typing, etc)
Requirements Successful candidates must have the following skills and experience:
A graduate of Bachelor/College Degree on Business Related Course
At least 2-3 year(s) of working experience in the related field is required for this position
Trail CRM, Moberate, MS Office Apps (Outlook, Teams, Sharepoint etc), Various Provider portals
Excellent strategical, analytical, and managerial skills
Can handle general admin tasks (transcription, data entry, social media)
Pays high attention to detail (keeping accuracy and quality in mind all the time)
Very organised
Should have the ability to develop effective working relationships with staff peers, and industry colleagues in a team environment
Should be able to display grace under pressure
Should be accessible all the time during the shift
Insurance or mortgage background a plus
Advanced communication skills and can pick-up grammar typo (templates are available for emails)
Other Requirements:
Philippines Resident
Excellent Broadband connectivity
Suitable remote working environment
Must have own PC device/reliable broadband and/or data connection
Benefits
Dayshift (M-F)
Full-time contract engagement
Remote Philippines

Makati City, Metro Manila
Permanent
Full-time