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Temporary WFH Virtual Assistant for Australian Account

₱23,000 - 25,000 per month

1 Year or Less

Koruna Assist Back Office Solution Inc.

Established in 2018
11-50 Employees

Keppel Center Cebu, Cebu Business Park, Luz, Cebu City, Cebu

Total vacancies for this job title : Over 10

Posted On: April 30, 2021

Job ID: 377083

Details


Office: Keppel Center Cebu, Cebu Business Park, Brgy. Luz, 6000 Cebu City (Temporary in WFH set-up due to pandemic but is an office-based company)
 
Working Hours: Regular Hours, Mondays- Fridays (day shifts only)
 
Benefits: 200K HMO w/ Dental Coverage, Optical Perks, Miscellaneous allowance, Attendance Bonus, Perfect Attendance Rewards, Free Breakfast, 20 paid days off, 2 weeks paid off over Christmas, Complete WFH equipment set up and net sub
 
About You:
  • Proficient in English is a must
  • You are motivated, goal-oriented and enthusiastic 
  • You have exceptional communication and follow-up skills
  • People find you engaging and outgoing 
  • Strong attention to details
  • Computer Literate
  • At least 1-year working experience in the related field.
Some of the tasks this role will involve:
  • Assist 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 the Client with further information/documentation required (if applicable).
  • Prepare portfolio report, 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.
 
For more information about our company, visit our Website: www.korunaassist.com

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