Administrative Virtual Assistant Jobs at BBC Global Services/Snapscale in Davao City, Davao del Sur

BBC Global Services/Snapscale is thrilled to announce job openings for the position of Administrative Virtual Assistant in the Davao City area. We are currently offering Full-time opportunities.

We are seeking candidates with excellent skills and a minimum of beginners/seniors in the field. In addition, we value honesty, discipline, and a strong sense of responsibility in our workforce.

At BBC Global Services/Snapscale, we operate in the (according to the company) industry. If you are intrigued by our company and wish to pursue this exciting opportunity, we encourage you to apply directly.

Don't miss out on the chance to be part of our dynamic team. Submit your application today and take the first step towards a rewarding career with BBC Global Services/Snapscale.

Job Information

Job Description

Snapscale is searching for an AVA to perform a variety of tasks for a US-based financial services company. Job will be performed onsite in our Davao office.

Hours: 8am-4:30pm M-F CT

Responsibilities:

• Accurately prepare applications, transfer forms, and on-boarding paperwork for new clients and enter into CRM
• Work independently and interface effectively with home office and various brokers by phone and utilizing websites to service and prioritize client requests.
• Provide excellent service to clients by responding promptly and accurately via phone calls and email.
• Verify accounts have been opened correctly.
• Track the movement of asset transfers and verify their accuracy.
• Work closely with FAs to understand the clientʼs investments objectives, financial situation, and risk tolerance.
• Keeping the Financial Advisor informed of all change requests.
• Comply with all rules and regulations of the firm, as well as the various regulatory agencies.
• Proactively communicate with Advisors about upcoming meetings, paperwork, unexpected delays, discrepancies with transfers
• Prepare and process client service paperwork (ie, change of address, change of beneficiaries, establish ACH on accounts, etc.) and know when to escalate inquiries when appropriate.
• Review dates of compliance forms and prepare outdated agreements prior to meetings.
• Perform other duties as required that contribute to the overall effectiveness of the office.

Skills Required:

• Bachelor’s degree in finance, business, or a related field (preferred).
• At least 2 years of experience in a financial advisory firm or a similar client-facing role (preferred).
• Excellent communication skills
• Attention to detail
• Ability to multi-task
• Proficiency with CRMs, financial software, and basic office tools like MS Office.
• Ability to speak and write English proficiently
• Open to learning
• Takes initiative
• Happy and helpful by nature

Job Type: Full-time

Pay: Php20,00.00 – Php25,00.00 per month

Schedule:

• 8 hour shift

Benefit

• Gaining experience
• Taught first
• Receiving a 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.

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