Personal Assistant (financial services)ConnectOS

Why Join Us?
Are you looking for a role that provides opportunities to develop and grow? Take the next step in your career journey with us! We'll provide you with a professional support structure and benefits to ensure you can thrive. We offer Premium HMO, awesome technology, and above-market remuneration. Our high performers are frequently invited to visit their colleagues internationally for professional development. We're always searching for great talent to join our team. If you'd like be part of a fast-growing industry leader with an exceptional company culture, we'd love to hear from you: [Protected Info]
Job Responsibilities:
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 3 years experience as Admin/PA/EA
Customer service/Admin experience is an advantage
Excellent communication skills (Oral and written)
Resilient, flexible, and confident
Benefits
Standard Job Benefits:
- HMO on Day 1
- Permanent Work from Home Set Up
- Fixed Day Shift
- Paid Time-Off
- Quarterly Sick-Leave conversion
- Paid Government-Mandated Benefits (SSS, PHIC, Pag-IBIG)
- Equipment provided
Standard Job Highlights: * Work-life balance
Career growth and development opportunities
Stable organization and industry leader
Collaborative and fruitful company culture
Salary Range: 30k-35k package
ConnectOS

Mandaluyong City, Metro Manila
₱30,000-35,000 per month
Permanent
Full-time