Admin Assistant Jobs at SourceFit in Quezon City, Metro Manila

Welcome to our job portal, where SourceFit is offering exciting employment opportunities for the position of Admin Assistant in the Quezon City area. We are currently seeking Full-time candidates.

We are looking for individuals who possess excellent skills and have relevant beginners/seniors in the field. Moreover, we highly value traits such as honesty, discipline, and accountability in our prospective employees.

As a company operating in the (according to the company) industry, we provide a wide range of professional opportunities. If you are interested in exploring a rewarding career path with SourceFit, we encourage you to submit your application directly through our website.

Join our growing team and embark on a fulfilling career journey with SourceFit. Don't miss out on the chance to be part of our dynamic work environment. Apply now and take the first step towards a bright future.

Job Information

Job Description

In the role of Administrative Assistant, play a pivotal part in enhancing team operations through meticulous attention to detail and adept management of diverse responsibilities. Demonstrate operational excellence and provide comprehensive administrative support by effectively overseeing call center activities, skillfully managing job-related data, and coordinating tasks crucial to the optimization of organizational efficiency.

Job Details:

• Work from Home
• Monday to Friday | 9 AM to 6 PM EST
• Following Australian Holidays

Responsibilities:

• Integrating financial data into CRM for meetings.
• Answer direct incoming calls and refer onto the Office Administrator – Megan or appropriate individuals.
• Maintain and update CRM activities to optimize client management effectiveness.
• Log into manufacturers’ sites to facilitate the obtaining of information for client reviews and for the preparation of new financial advice documents.
• Prepare client review documents, and New Advice Documents,
• Follow up with clients on their completion of compliance and administrative documents.
• Contact clients to arrange meetings – and enter details into CRM Diary.
• Undertake training in Fund Manager and Financial Services courses as required.

Qualifications:

• Proven experience in administrative assistant background or a related field.
• Excellent communication skills.
• Demonstrated strong organizational skills, acute attention to detail, and effective communication.
• Ability to multitask, prioritize, and excel under pressure.
• Proficient in CRM systems with financial acumen.
• Preferred experience in a similar role within the Financial Services or related industry.

Benefit

• Comfortable environment
• Taught when starting work
• Salary bonus for overtime

Application Requirements

• Good physical and mental health
• Minimum age 17 years
• Discipline and adherence to time
• Honest and responsible
• Good character
• Satisfaction in working and learning
• For other requirements, please check through the application form.

Company address