Office Based VA for an Australian Financial Services Company (0 - 1 years)

KORUNA ASSIST BACK OFFICE SOLUTION INC
Job Category (Accountant / Banker / Analyst) - Full-time
Job Location Samar Loop, Cebu City, Cebu, Philippines
Job Salary₱ 20,000

Job posted on: 2020-02-27 (4 years ago)

Job Description

  • Assist to 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 Clients 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 application forms

  • Ad hoc admin tasks


Job Qualifications

  • Proficient in English is a must
  • You are motivated, goal oriented, and enthusiastic
  • You believe in workplace that fosters growth opportunities for those who are willing to earn them
  • You have exceptional communication and follow-up skills
  • People find you engaging and outgoing
  • Strong attention to details
  • Computer literate


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