Virtual Assistant for Financial Services
Cebu City, Cebu
Posted more than 30 days ago
- Company:
- Koruna Assist Back Office Solutions Inc.
- Company Description:
- KORUNA ASSIST is a start-up virtual assistant business looking for new team members. The company is a sole proprietorship with Petra Novakova as the founder. KORUNA ASSIST is a registered and standard virtual assistant services company that is based in Australia, Sydney with an office facility in a busy business district in Cebu where we intend to coordinate all our freelancers!
- Contract Type:
- Permanent
- Experience Required:
- 2 years
- Education Level:
- Bachelor’s Degree
- Gender:
- Any
- Number of vacancies:
- 10
Job Description
Office: Cebu Business Park, Brgy. Luz, 6000 Cebu City
Working Hours: Regular Hours, Mondays- Fridays (7 AM - 4 PM, Weekends off!!)
We are looking for a virtual assistant to provide administrative support and assist Mortgage Brokers or Financial Planners in Australia while working temporarily remotely. Ultimately, you will perform various administrative tasks and you should be able to handle administrative projects and deliver high-quality work under minimum supervision.
Benefits and perks:
200K HMO w/ Dental Coverage
Free Maxicare Dependent and Annual Physical Check-up
Competitive Salary (6-month increase and yearly appraisal)
Optical Perks
Miscellaneous allowance
Incentives + Bonuses
Attendance Bonus
Perfect Attendance Rewards
20 paid days off + Birthday Leave
2 weeks paid off over Christmas
Complete WFH set-up and internet subsidy (for applicants within Metro Cebu only)
Fun Fridays and Free Breakfast
Positive work culture
Opportunity for career growth
Training and development opportunities
Job Qualifications:
Open for applicants anywhere in the Philippines (Non-negotiable for applicants outside Cebu: Must have own equipment and stable high-speed connection)
Finance Background is a must
Real Estate experience is preferred;
Must be an independent and fast learner
Excellent written and verbal communication skills
Strong attention to details
With at least an Associate's Degree or Bachelor's Degree in Finance/Accountancy/Banking/Real Estate or equivalent.
With 1-2 years experience specializing in Accounting/Banking/Finance or equivalent.
Job Responsibilities:
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 for online data entry & upload supporting documents.
Prepare forms, documents, templates, etc. for client meetings
Completion of Client Details through client follow-up if incomplete or summarized client details.
Update the Client with further information/documentation required (if applicable).
Prepare portfolio reports, 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 on application forms.
Ad hoc admin tasks.
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