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Client Service and Administrative Assistant

2 weeks ago

San Fernando, Central Luzon, Philippines TOA Global Full time $40,000 - $60,000 per year

Job Title: Client Service and Administrative Assistant

Location: Clark, Pampanga

Schedule: 7am-4pm (Mon-Fri)

Employment Type: Full-Time (On-Site)

UNLOCK YOUR POTENTIAL AT TOA GLOBAL

At TOA Global, we are passionate about helping professionals thrive in their careers, businesses, and communities. With a global presence spanning Australia, New Zealand, North America, the Philippines, South Africa, and South America, we empower accounting professionals by providing world-class opportunities and support.

ABOUT THE ROLE...

We are a reputable company seeking a diligent and trustworthy Client Service and Administrative Assistant to be part of our vibrant team. This fast-paced, phone-based administration role will support all three of our brands and contribute to maintaining and achieving weekly revenue targets. We are looking for someone agile and adept at thriving in a fast-paced work environment.

Responsibilities:

  • Prepare and process client insurance documents with efficiency and accuracy.
  • Keep client information updated and well-organised in the Salesforce database.
  • Handle client documentation according to established policies and compliance requirements.
  • Respond to client inquiries promptly and professionally via phone and email.
  • Organise medical appointments and manage doctors' reports for insurance purposes.
  • Assist the sales team with administrative tasks such as filing, scanning, and organising documents.
  • Manage tasks according to service standards.
  • Maintain confidentiality in handling client information.
  • Comply with risk and compliance guidelines.
  • Communicate effectively with clients and other stakeholders.
  • Collaborate with external partners and financial institutions.
  • Provide warm and professional service to clients via phone and email.
  • Effectively manage the sales pipeline to achieve weekly revenue targets

ABOUT YOU...

Qualifications:

  • 2-3 years of experience in client service or administration within the financial advice sector.
  • Proficient in written and spoken English communication skills.
  • Experience using Salesforce or other CRM software is a plus.
  • Excellent oral and written communication skills, capable of effectively engaging with clients and coworkers.
  • Proficient in using Microsoft Teams, Word, Excel, and Outlook.
  • Agile and capable of thriving in a fast-paced work environment.
  • Possess a "can-do" attitude, quick to learn, responsible, and dedicated to team collaboration.
  • Well-organised with high attention to detail.
  • Capable of managing multiple tasks and prioritising to meet deadlines.
  • Resourceful and able to find solutions to challenges.
  • Adaptable in a dynamic work environment.