Virtual Assistant

6 days ago

Makati City, National Capital Region, Philippines Emapta Full time

Support Life-Changing Wealth Strategies with Expert Care

Our client is a purpose-driven financial services firm founded with a mission to help individuals live more rewarding lives through strategic financial planning. They provide tailored wealth management solutions for investors, retirees, and business owners, guiding clients in superannuation, retirement planning, asset allocation, and estate management. Recognized for their human-centered approach, our client empowers clients to gain clarity, protect their assets, and achieve financial goals, making a meaningful impact on lives and legacies.

Your Role in Action

Be part of our client's team as a Virtual Assistant, supporting seamless financial operations. You'll manage client communications, track projects, coordinate with institutions, maintain accurate records, and assist with marketing materials-all while playing a key role in delivering exceptional, client-focused financial services that make a real impact.

What This Career Looks Like

Employment type: Full-time

Shift: Day Shift (7am to 4pm PHT), Weekends Off

Work setup: Work from Home

What You'll Enjoy

  • Day 1 HMO coverage with free dependent
  • Competitive Salary Package
  • Permanent WFH arrangement
  • Prime office location in Makati/Ortigas (Easy access to MRT stations, restaurants, and banks)
  • 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

What You Need to Succeed

  • 3 to 5 years of relevant experience

What You'll Handle Every Day

  • Respond to email and phone inquiries professionally and promptly
  • Follow verbal instructions accurately and take action quickly
  • Track client projects, tasks, and document requests
  • Coordinate with super funds, insurance companies, and investment providers to collect and confirm information
  • Maintain CRM systems and digital records accurately and up to date
  • Assist in ad hoc tasks
  • Create and handle marketing collaterals

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 global 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

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