Portfolio Coordinator

2 days ago


San Juan, National Capital Region, Philippines beBeeProject Full time ₱250,000 - ₱450,000
Job Title: Portfolio Coordinator

We are seeking a highly organized and proactive individual to support our estate planning and related services team.

Main Responsibilities:
  • Review existing open files, identifying key milestones, deliverables, timelines, and deadlines.
  • Create and maintain internal status review documentation.
  • Serve as the primary point of contact for clients, delivering file updates with a consistent communication cadence.
  • Coordinate with legal staff and external stakeholders to ensure timely completion of tasks and adherence to deadlines.
Requirements:
  • Recent hands-on experience with project management tools.
  • Demonstrated experience in project management, office administration, or operations.
  • Exceptional ability to manage multiple projects, prioritize tasks, and meet deadlines.
  • Excellent written and verbal communication skills, with a professional tone.
  • Able to manage competing priorities in a fast-paced environment.
  • Reliable, proactive, and detail-oriented approach to work.
Benefits:
  • Mastery of project management techniques.
  • Strong organizational skills with ability to multitask.
  • Excellence in communication and interpersonal skills.


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