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Executive Assistant/Client Service Associate

1 month ago

Cebu City, Central Visayas, Philippines FREEDOM FAMILY OFFICE, OPC Full time

Executive Assistant Duties:

Inbox Management:

Maintain and organize email inboxes of 2 to 3 senior executives, ensuring timely responses to client and internal communications.

Assist in managing spam/junk mail to maintain inbox efficiency.

Manage and update email templates

Calendar Management:

Coordinate and schedule internal and external meetings, ensuring all relevant parties are aligned and prepared.

Manage and schedule company events, huddles, and team meetings via Viva Engage.

Office Management:

Assist with general office management tasks, ensuring efficient day-to-day operations.

Ad-Hoc Tasks:

Assist with miscellaneous tasks as needed, demonstrating flexibility and the ability to prioritize rapidly changing needs.

Client Service Duties:

Client Folder Management:

Maintain and organize client folders, ensuring all documents are archived and easily accessible.

Arrange files systematically to maintain efficient tracking and retrieval.

Client Presentations C Forms:

Maintain up-to-date client presentations and forms, ensuring consistency and quality in all client-facing materials.

Capture and maintain accurate meeting notes for follow-up and record-keeping purposes.

CRM C EMoney Management:

Update and manage HubSpot CRM, including contact and deal properties, notes, meeting outcomes, and deal stages.

Assist in the setup of client accounts and organize data dumps on client portal and data aggregation platform.

Sales Intake Support:

Provide initial sales intake support for executives, ensuring all required information is captured and organized.

Collaborate with the team to ensure smooth account maintenance process and the coordination of portfolio reviews.

Collaboration:

Foster cross-departmental communication by collaborating closely with the Sales C Marketing team and the Investment Management team

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