Wealth Coaches Philippines
Wealth Coaches Philippines

Administrative Assistant  

Wealth Coaches Philippines

  • Makati, Philippines
    9th Floor, 126, L. P. Leviste, Bel-Air, Makati, Metro Manila, Philippines
    Metro Manila
  • Full timeFULL_TIME

Expired 4 months ago

Job closed.

Job Description

Job Summary:
As an administrative assistant, you will provide comprehensive administrative support to the wealth coaches and contribute to the smooth functioning of the agency. You will handle a range of administrative tasks to ensure efficient operations and assist in delivering excellent service to clients.

  • Responsibilities:
  1. Assist in managing the day-to-day administrative operations of the agency.
  2. Provide administrative support to wealth coaches, including managing calendars, scheduling appointments, and coordinating meetings.
  3. Prepare and distribute correspondence, memos, reports, and other documents as requested.
  4. Maintain client databases and files, ensuring accuracy and confidentiality of information.
  5. Handle incoming calls and respond to inquiries, redirecting calls or taking messages when necessary.
  6. Coordinate travel arrangements and accommodations for wealth coaches as required.
  7. Assist in preparing presentations, reports, and other materials for meetings and client interactions.
  8. Support the preparation and execution of marketing and promotional activities, including maintaining social media profiles and updating the agency's website.
  9. Assist in organizing and coordinating events, seminars, and workshops hosted by the agency.
  10. Manage office supplies inventory and place orders when needed.
  11. Collaborate with other team members to ensure smooth workflow and efficient communication within the agency.
  12. Perform general clerical duties, such as photocopying, scanning, filing, and data entry.
  13. Adhere to company policies and procedures, maintaining confidentiality and professionalism in all interactions.

Minimum Qualifications


  • High school diploma or equivalent qualification; additional certifications or relevant training is a plus.
  • Proven experience as an administrative assistant or in a similar role is preferred.
  • Proficient in using office productivity tools, including word processing, spreadsheets, and presentation software.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Excellent verbal and written communication skills in English; knowledge of additional languages is advantageous.
  • Attention to detail and high level of accuracy in performing administrative tasks.
  • Professional and friendly demeanor, with the ability to interact effectively with clients and team members.
  • Ability to work independently and as part of a team, demonstrating flexibility and adaptability.
  • Knowledge of insurance industry practices and terminology is desirable but not mandatory.
  • Familiarity with social media platforms and website management is a plus.

Perks and Benefits

  • Life InsuranceLife Insurance
  • Medical / Health InsuranceMedical / Health Insurance
  • Paid Sick LeavePaid Sick Leave
  • Employee DiscountsEmployee Discounts
  • Paid Bereavement/Family LeavePaid Bereavement/Family Leave
  • Paid HolidaysPaid Holidays
  • Paid Vacation LeavePaid Vacation Leave

Jobs Summary

Job Level
Entry Level / Junior, Apprentice
Job Category
Administration and Coordination
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
126, L. P. Leviste, Bel-Air
1 opening

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About Wealth Coaches Philippines

Wealth Coaches Philippines (WCP) is a premier agency affiliated with the strongest and most trusted financial institution in the Philippines, AIA formerly Philam Life. We are one of the fastest-growing teams of Financial Coaches emboldened by our mission to help Filipinos achieve financial freedom through effective financial coaching. We are a team of service-oriented individuals who work passionately and efficiently. WCP takes pride in helping Filipinos and spreading awareness on the importance of proper financial planning. Our rapid growth requires us to look for leaders and/or successful sales practitioners in the Insurance, Private Banking, Premium Car Sales, Premium Real Estate or Pharmaceutical industries that can help us sustain our momentum in order to reach our goals.

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