Psychiatry Physican

This is a remote

Virtual Administrative Assistant (Night Shift | USA Client)

• Full-time | 40 hours per week
  
• Offer is at Php 45,000 take-home pay per month
  
• Monday Friday, 1:00 am, to 9:00 am, Manila Time
  

About Remote Workmate:

We accelerate your success with our simple, direct and transparent recruitment As experts in matching global Filipino talents with unlimited offshore job opportunities, we re able to guide you throughout your job-seeking We value your time, talent, and skills to bring out your

We guarantee you fair pay for work done and bring multiple opportunities your

About the Client:

The client is a leading financial & wealth management firm striving to accelerate & consistently preserve clients wealth by offering timely comprehensive financial services, strategies, and

About the Role:

The Virtual Administrative Assistant will provide support for the Financial Advisor, assisting with office functions, account management, client service, and The right candidate must be skilled at client servicing, communication, researching, and is able to work

Responsibilities:

CLIENT SERVICE

• Prepare for appointments and portfolios at the direction of the Financial Advisor
  
• Provide Market information or quotes to clients
  
• Follow up on the necessary paperwork with calls/emails to clients
  
• Respond to client inquiries on administrative questions
  

OFFICE ADMINISTRATION

• Data entry and management of the firm's CRM database
  
• Email Management and organization
  
• Calendar management and scheduling
  
• Online Research
  
• Management of phone calls
  
• Filing and documentations
  
• Bookkeeping and accounting tasks, such as invoicing and expense tracking
  
• Management of the appointment set-up and confirmations
  
• Management of the service requests, faxes, and emails
  
• Ordering supplies and processing expenses
  
• Travel arrangements, including booking flights and hotels and arranging transportation
  

ACCOUNT PROCESSING

• Processing and delivering all necessary paperwork for the clients or the Financial Advisor in a timely manner
  
• Opening, closing and transferring accounts
  
• Facilitating client onboarding process and nurturing client relationship by utilizing multiple technologies
  
• Researching and continuously improving account operation procedures
  

BUSINESS DEVELOPMENT

• Marketing assistance (Newsletter mailings, Social media, SEO optimization & Public Relation related duties and )
  
• Follow up with prospects and clients
  
• Social media management and possible content creation
  
• Graphic design and video editing
  
• PowerPoint slides creation and presentation
  
• Promoting a wide variety of the financial services offered by the firm (portfolio management service, estate planning service, insurance, )
  
• Implementing client seminars or webinars
  
• Event planning
  
• Recruiting assistance
  

Qualifications:

• 5+ years of professional experience in administrative and operations support preferably in financial service industry
  
• Proactive approach to client service
  
• Excellent organization skills
  
• Extreme attention to details and the ability to work independently
  
• Advanced written and verbal communication skills with a professional demeanor
  
• Outstanding telephone etiquette
  
• Ability to multi-task and prioritize tasks without direction
  
• Highly proficient with Microsoft Office products (Word, Excel)
  
• Good knowledge of CRM system such as Redtail or Salesforce
  
• Quick learner especially in adapting new technologies to the business processes
  
• Successful completion of a background check, fingerprint screening and previous employment verification
  
• Should have a broad-based knowledge of social media platforms
  

To apply, please click the link below:

Upload a Word version of your resume as well as a short cover letter (BOTH ARE REQUIRED) explaining two things: the notable achievements and skills you're proudest of, and why you're the ideal candidate for this

Note: Only applications made through the link above will be

If you are encountering issues in attaching the documents to your job application, please send the files directly to and put in the subject line: "To (name of the contact/recruiter): Application for (insert job title) with Job ID (insert job ID)

Home-Based Requirements:

• Fast and reliable wired internet connection of not less than 5 Mbps
  
• Quiet, private home office free from noise background or distractions
  
• Updated computer (desktop or laptop), excellent quality headset with microphone, and a working webcam
  

If you are looking for an exciting role without the hassle of the daily commute, then this job is perfect for you

Virtual Administrative Assistant, support for the Financial Advisor, assisting with office functions, account management, client service, and Data entry and management of the firm\'s CRM database, Email Management, Calendar management , Bookkeeping and accounting, 5+ years of professional experience in administrative and operations support, Quick learner

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