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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.
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
- 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.
- 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.