job vacancies in Philippines

VIRTUAL ASSISTANT

  • Full Time
  • Central Luzon- Pampanga(Angeles City)
  • Salary As Per Industry Standard

Work Address : Manuel A. Roxas Hwy, Angeles, Pampanga

Job Description

DUTIES AND RESPONSIBILITIES:

  • Schedule financial planner meetings
  • Assist financial planners with completion and submission of paperwork
  • Perform cloud-based online filing
  • Client Relationship Management
  • Online sales and marketing assistance
  • Virtual office set up and maintenance
  • Online research
  • Client onboarding procedures
  • Social media, website and other platform maintenance
  • Coordinate and follow up with product providers, back office & third party custodians via email, phone and other media

QUALIFICATIONS:

  • Must possess a bachelor’s degree in Accountancy/Accounting, Business Management or other related courses
  • Preferably with experience in Financial Planning or financial products, e.g. life insurance and mutual funds
  • Proficient in basic online and software programs such as MS Office & G-Drive
  • Has good oral and written English, organizational skills and attention to detail
  • Experience in social media, website and other media/platform maintenance
  • BPO experience preferred
  • Excellent in client management, can meet deadlines, perform multiple tasks
  • Willing to be assigned in night shift
  • Amenable to work on Holidays
  • Work assignment will be in Clark, Pampanga

WHAT'S IN IT FOR YOU?

- HMO

- Paid leaves (20 VL and 10 SL)

- Trainings

Apply Now

Company Overview

Industry
Others/Category Not Available
Experience
Exprerience 1 - 2 Years
Qualification
Associates
Job Category
Others/Category Not Available
Job Role
Others
Job Level
Employees with 1 to 5 years experience
Posted
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