Virtual Assistant (Office-Based/Onsite) - Open to Fresh Graduates

IMPORTANT REMINDER:

Interviews conducted via ZOOM

THIS POSITION REQUIRES ONSITE WORK AT OUR MAKATI OFFICE. IT IS NOT A WORK-FROM-HOME ROLE.

Overview:

• Above industry average salary packages
• Performance based career development opportunities.
• Health and Dental benefits
• Provision of 2-week on the job training and professional development to ensure your future success in career aspirations whilst receiving full remuneration.
• Supportive, friendly work environment and organizational culture
• Paid sick and vacation leave.
• Easily accessible central work location

Job Description:

Opportunities Await You! Come join our vibrant and energetic team in a rapidly expanding company whose focus is building your success. We are currently seeking highly motivated Individuals who hold a strong desire to work in a supportive team and develop new skills within our fast-paced operated outsource financial planning business.

As a Virtual Assistant you will be fully trained to provide ongoing administrative support to various financial advisers while working remotely from the Makati Office. Our 2-week comprehensive training program will arm you with the required level of skills to perform the various administrative tasks, inclusive of but not limited to, conducting phone research and follow ups, insurance and investment comparisons, data entry on various forms and lodgment of applications.

The positions are full-time, regular hours, Monday to Friday, in a very spacious modern office right in the heart of Makati - close to local transport.

Key Duties and Responsibilities:

· Prepare client reports.

· Arrange client appointments and collate files for reviews.

· Completion and submission of relevant forms

· Assist in gathering client information on behalf of our corporate clients.

· Research and analyze financial products, including investments, insurance, and retirement plans.

· Prepare Strategy Papers / reports and presentations for clients and advisers.

· Preparing and reviewing existing client positions.

· Ensuring that all deadlines are met, especially if conflicting.

· Managing workflow and multiple tasks given that requests may come from a number of sources in accordance with the practice’s service standards.

· Maintain client files and ensure all information is up-to-date and accurate.

· Collaborate with adviser to ensure compliance with industry regulations.

Successful candidates must demonstrate the following key selection criteria:

· Bachelor's Degree or College Degree.

· Willing and able to learn the use of industry specific software and operating systems.

· Willingness to undergo the company’s comprehensive 2-weeks training program.

· Demonstrated previous knowledge of corporate professionalism as it relates to procedures, practices, and services inclusive of confidentiality.

· Proven performance in reporting skills and producing high-level and accurate reporting documents.

· Excellent English communication skills (verbal & written) with strong interpersonal skills.

· Excellent attention to detail, problem solving, and analytical skills.

· Ability to multi-task, manage time and the ability to prioritize tasks to meet deadlines.

· Ability to work independently in a team environment.

· Willingness to work within the Australian (Victorian) or New Zealand (Auckland) Public Holiday calendar.

· Comprehensive computer skills - familiarity with Microsoft Outlook, Microsoft Word, Microsoft Excel

· Proven performance in delivering high level work ethic.

Personal Qualifications:

• Exceptional written and verbal communication skills with a collaborative and persuasive style
• High level competency in Microsoft Word and Excel
• Strong attention to detail and ability to multi-task in a fast-paced environment
• Holding strong capacity to multitask, have an immense work ethic and attitude.
• You are a quick learner and like a role that offers diversity with direct client contact.
• Your core focus is to continue to advance your skill sets in a fast-paced environment.
• You are career orientated and driven to attain success.
• Robust organizational skills and ability to prioritize.
• Ability to work autonomously and as part of a team.
• Capacity to always hold a positive and professional attitude.
• You hold a strong desire to learn and willingness to undergo the company’s 2-week training program to prepare skill sets required for this role.
• Willing to work around the Australian or New Zealand holiday Calendar
• Candidates living far distances (1.5 hours or more travel time and/or in provincial area) from Makati will be required to relocate closer to the office, with generous relocation allowance payable monthly by the company.

Please Note: All applicants will undergo pre-selection testing as part of the recruitment process.