Business Services Assistant

6 days ago


San Fernando, Central Luzon, Philippines The Lead Tree - Clark Outsourcing Full time

Are you an organized and proactive individual looking for a new challenge?

We are seeking an exceptional Business Services Assistant to join our team at The Lead Tree - Clark Outsourcing.

In this role, you will provide comprehensive support across multiple departments and assist various teams to ensure smooth day-to-day operations and effective communication between departments.

Main Responsibilities:

  • Support various departments in achieving their goals and objectives
  • Manage and maintain schedules, calendars, and appointments for team members
  • Arrange and manage travel and related services
  • Transcribe meeting notes and create tasks and follow-ups
  • Perform data entry and manage contact records in CRM systems
  • Interact with clients to ensure data accuracy and support client communications
  • Assist with onboarding and contracting needs for newly recruited advisors
  • Manage expense reporting for multiple teams
  • Answer phones, transfer calls, and handle general inquiries
  • Organize and manage email communications
  • Assist in creating reports, manuals, processes, agendas, correspondence, and memoranda
  • Create and manage drip correspondence for various levels of communication

Requirements:

  • High school degree or equivalent
  • Excellent oral and written communication and customer service skills
  • Strong attention to detail and ability to manage multiple tasks
  • Professional phone presence
  • Team player with a can-do attitude and discretion
  • Ability to adapt to changing priorities and work independently
  • Proficiency in MS Outlook, MS Word, and MS Excel, along with online meeting platforms (Zoom/GoToWebinar)


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