virtual assistant for Australian AccountKoruna Assist Back Office Solution Inc.

Office: Keppel Center Cebu, Cebu Business Park, Brgy. Luz, 6000 Cebu City (Temporary in WFH set-up due to pandemic but is an office-based company)
 
Working Hours: Regular Hours, Mondays- Fridays (day shifts only)
Benefits: 200K HMO w/ Dental Coverage, Optical Perks, Miscellaneous allowance, Attendance Bonus, Perfect Attendance Rewards, Free Breakfast, 20 paid days off, 2 weeks paid off over Christmas.
 
Dress code: Smart Casual
 
Spoken Language: English
 
About You:
Proficient in English is a must
You are motivated, goal-oriented and enthusiastic 
You have exceptional communication and follow-up skills
People find you engaging and outgoing 
Strong attention to details
Computer Literate
At least 1-year working experience in the related field.
Some of the tasks this role will involve:
Assist Mortgage Brokers or Financial Planners in Australia
General Admin
Setup client files
Online research
CRM Data Entry
Add client data to the software or apply online data entry & upload of supporting documents.
Prepare forms, documents, templates, etc. for client meetings
Completion of Client Details through client follow-up if incomplete or summarize client details.
Update the Client with further information/documentation required (if applicable).
Prepare portfolio report, inquiry forms and research, and product comparison reports. This requires emails, phoning, and get specific client portfolio information.
Prepare insurance premium estimates and quotes using specific software.
Prepare, submit, and follow-up application forms.
Ad hoc admin tasks.
For more information about our company, visit our Website: www.korunaassist.com

PHP 20,000 - 22,000 per month
1 Year or less Experience