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CSR / VIRTUAL ASSISTANTS

Tired of the city traffic? Looking for a professional career with a huge potential for growth? Do you have what it takes to move up to a successful position within a short period of time?  

If your answer is yes, then WE WANT YOU! 

We are seeking highly motivated professionals to assist financial service representatives in the USA. Successful applicants will undergo rigid training to pioneer a focused program on assisting financial services professionals in the US.  Initial Skype interview is available for those who want to consider relocating to Subic for the position.

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 either be in SM City Clark office or  in Subic Bay Freeport Zone office

Full Time
Location: Clark and Subic Office
Closing Date: Friday, January 15, 2021

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