VIRTUAL ASSISTANTS | Financial Planning & Mortgage Broker
VA Platinum
- Cebu City, Philippines14F ACCT, Cebu City, Central Visayas, PhilippinesCebu CityCentral VisayasPhilippinesPhilippines
- Full timeFULL_TIME
Expired 4 years ago
2020-01-15T16:15:52.919161+00:00Job closed.
Job Description
- Respond to emails and phone calls
- Prepare customer spreadsheets and keep online records
- Organize client’s calendars
- Manage social media accounts and replies
- Schedule meetings
- Perform market research
- Manage a contact list
- Take notes or transcribe meetings
- Create presentations, as assigned
- Prepare and create PowerPoint presentations and materials as needed; research materials and sources for presentations
- Provide customer service as the first point of contact
- Prepare and organize databases and reports
- Handle confidential employer and client information
- Arrange payments for vendors, travel, and sales expenses
- Create purchase orders and track and manage payments
- Present excellent customer-service skills to customers and clients
- Manage filing systems, update records and organize documentation
- Book travel and accommodations when necessary
Minimum Qualifications
- Proven experience as a Virtual Assistant or relevant role
- Two (2) years’ previous experience handling assistant or administrative responsibilities, or experience in customer service or related field preferred
- Experience with Accounting, Real Estate, Life insurance or Commercial lending industries a plus
- Familiarity with current technologies, like desktop sharing, cloud services, and VoIP
- Experience with word-processing software and spreadsheets (e.g. MS Office)
- Advanced Excel Skills preferred
- Knowledge of online calendars and scheduling (e.g. Google Calendar)
- Excellent phone, email and instant messaging communication skills
- Excellent time management skills
- Solid organizational skills
- Self-directed and able to work without supervision
- Excellent verbal and written communication skills
- Strong customer-service and presentation skills
- Must have the ability to multitask projects
- Must also be able to motivate themselves and work independently
- Additional qualifications as an Administrator or Executive Assistant are a plus
- Office-based
Perks and Benefits
Single Parent Leave
Gym Membership
Medical / Health Insurance
Paid Sick Leave
Free Lunch or Snacks
Paid Bereavement/Family Leave
Paid Holidays
Paid Vacation Leave
Maternity & Paternity Leave
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Administration and Coordination
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- Bohol Ave Cebu Business Park
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About VA Platinum
We are an Australian owned and managed Virtual Assistant Services Provider based in the Philippines.
We specialise in supporting our clients’ business growth by providing professional offshore staff to undertake tasks such as reception, customer service, administration, data entry, document maintenance and reporting, within a wide range of industries. These include financial planning, mortgage broking, real estate, digital and content marketing, and others.
VA Platinum was created to give time back to business owners.
We provide fantastic offshore staff who work exclusively for a Client, as well as systems and procedures to help businesses run as efficiently and as effectively as possible. Our objective is to give business owners and advisers the freedom to work ‘on’ their business rather than just ‘in’ their business.
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