Executive Assistant: Australian Account

3 weeks ago

Cebu City, Central Visayas, Philippines Koruna Assist Pty Ltd Full time

Koruna Assist Back Office Solution Inc.
Website: https://www.korunaassist.com
Working Hours: Regular Hours, Monday-Friday, 7 AM- 4 PM (Fixed day shift and weekends off)

We are seeking a highly organized, detail-oriented, and proactive Executive Assistant (EA) to support our Senior Broker. This role requires exceptional communication skills, the ability to manage multiple tasks efficiently, and a strong understanding of mortgage brokerage operations. The ideal candidate will have experience in Administration Support, CRM management, and liaising with clients and financial institutions.

Benefits and perks:

  • HMO w/ Dental Coverage

  • Free Maxicare Dependent and Annual Physical Check-up

  • Competitive Salary (6-month increase and yearly appraisal)

  • Optical Perks

  • Miscellaneous allowance

  • Incentives + Bonuses

  • Quarterly Performance Bonus

  • Perfect Attendance Rewards

  • 20 paid days off + Birthday Leave

  • 2 weeks paid off over Christmas

  • Complete WFH set-up and internet subsidy (for applicants within Metro Cebu only)

  • Positive work culture Training and development opportunities

Job Qualifications:

  • Minimum 2 years of experience as an Executive Assistant, Virtual Assistant, or similar role.

  • Excellent written and verbal communication skills in English.

  • Strong organizational and time-management skills with high attention to detail.

  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Google Workspace.

  • Experience with CRM systems (e.g., Hubspot, Infynity, or similar).

  • High level of professionalism and discretion in handling confidential information.

  • Ability to work independently and manage multiple priorities effectively.

Job Responsibilities:

Administrative & Operational Support

  • Manage the Senior Broker's calendar, schedule appointments, and coordinate meetings.

  • Handle email correspondence, draft responses, and follow up on outstanding matters.

  • Maintain and update client records in the CRM system.

  • Prepare reports, spreadsheets, and presentations as required.

  • Organise and manage digital files and documentation for efficient retrieval.

Client & Stakeholder Coordination

  • Act as the first point of contact for clients, ensuring timely and professional communication.

  • Coordinate with lenders, solicitors, and other stakeholders to track loan applications and settlements.

  • Follow up with clients for missing documentation or additional requirements.

  • Provide high-level customer service to ensure an exceptional client experience.

Loan Process Support

  • Assist in preparing loan applications and documentation for submission.

  • Review and verify financial documents for completeness and accuracy.

  • Monitor application progress and liaise with lenders for status updates.

  • Support compliance and regulatory requirements by maintaining proper documentation.

Process Improvement & Reporting

  • Identify opportunities to streamline administrative processes and enhance efficiency.

  • Maintain key performance metrics and prepare summary reports for the Senior Broker.

  • Support training and onboarding of future offshore staff if required.

Head over to www.korunaassist.com/careers/ or send your updated resume to recruitment@korunaassist.com to apply

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