Account Coordinator

1 day ago

Pasig, National Capital Region, Philippines Wong And Bernstein Management Group Inc. Full time ₱180,000 - ₱240,000 per year

Duties and Responsibilities

1. Account Coordination

  • Prepare and send proposals and reports to clients.
  • Coordinate, schedule, and attend client meetings (in-person or virtual) with assigned consultants

2. Client Relationship Management

  • Coordinate regular updates, meeting invitations, and summaries tailored to client preferences.

3. Consultant and Documentation Support

  • Assist consultants with note-taking, documentation, time management, and follow-ups.
  • Prepare Minutes of Meetings (MOMs).
  • Conduct background research to support strategic discussions and customized governance recommendations.

4. Scheduling & Coordination

  • Schedule client meetings and sessions, ensuring alignment across stakeholders and following through with confirmations and reminders.
  • Track and update Know Your Client (KYC) documentation regularly.
  • Act as the primary link between clients and the internal billing/accounting teams to ensure timely invoicing and issue resolution.

5. Administrative & Operational Efficiency

  • Follow the Accounts Operations Manual in all tasks and ensure CRM/database accuracy.
  • Contribute to internal planning and documentation systems to support institutional memory.
  • Collaborate on cross-functional projects or internal initiatives as assigned.

6. Other Duties

  • Provide administrative, office, and research support for other business units.
  • Assist in the preparation and execution of company events and activities.
  • Perform other related tasks as may be assigned.

Job Types: Full-time, Permanent, Fresh graduate

Pay: Php18, Php20,000.00 per month

Benefits:

  • Company events
  • Paid training

Work Location: In person

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