Virtual Admin Assistant

Financial Administration That Strengthens Australian Lending and Wealth Strategies

If spreadsheets, structured processes, and client coordination are your comfort zone, this opportunity aligns perfectly. You'll work behind the scenes of Australian wealth advisory services, managing data, schedules, and documentation that enable sound financial decisions. It's a chance to sharpen administrative expertise while gaining exposure to global finance standards and long-term career stability.

Job Description

As a Virtual Admin Assistant, you will support directors and financial advisers by managing schedules, documentation, research, data entry, and client coordination. Your accuracy and organization ensure smooth daily operations-allowing advisers to focus on delivering high-quality financial guidance and exceptional client service.

Job Overview

Employment type: Full-time

Shift: Day shift (06:00 AM - 03:00 PM), Weekends off

Work setup: Hybrid, Makati

Exciting Perks Await

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Hybrid work arrangement
• Prime office location in Makati (Easy access to MRT stations, restaurants, and banks)
• Day shift schedule
• Fixed weekends off
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit )
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

The Qualifications We Seek

• College or associate degree
• 6 months-1 year of experience in an admin or call center role with strong data entry responsibilities
• Accurate and efficient data entry skills
• Excellent customer service skills with a professional and helpful approach
• Strong verbal and written communication skills
• Confident and clear phone communication

Your Daily Tasks

• Provide administrative support to the Director, including tracking action items, managing appointments, schedules, and preparing reports
• Follow up and report on the status of all action items
• Call external providers to gather information
• Conduct online research and information gathering
• Set up client files in financial planning software (XPLAN)
• Perform data entry and maintain client records
• Prepare client documents, forms, and Excel templates
• Handle ad hoc and various administrative tasks
• Provide client services with professionalism (inbound or outbound calls, no selling or cold calling)

About the Client

Shaping financial futures with trust and precision.

Our client is a respected name in the financial services industry in Australia, dedicated to providing strategic financial planning, advice, and support for individuals and businesses. With a strong reputation for excellence and personalized service, they combine industry expertise with innovation to help clients secure their financial goals. Joining their team means gaining international exposure while learning from leaders committed to growth, professionalism, and lasting impact.

Welcome to Emapta Philippines

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. Work with global clients across industries, supported by a stable foundation and like-minded professionals passionate about making an impact. We empower your success with opportunities for personal and professional development in an inclusive environment.

Apply now and be part of the #EmaptaEra