Executive Assistant

4 days ago

Kawit, Calabarzon, Philippines Shadow Office Solutions, Inc. Full time ₱70,000 - ₱120,000 per year

Job Overview:

We are seeking a dedicated and enthusiastic Wealth Strategist Assistant to join our Clients' finance team. The successful candidate will be responsible to take notes, create sales proposals, manage client accounts, assess financial goals, provide reports, and resolve issues while supporting finance tasks and teams.

Work Set Up:

  • Employment Type: Full Time
  • Shift Schedule: Mon-Fri, 6:00 am to 3:00 pm
  • Work Setup: Onsite
  • Location: Cavite
  • Client Industry: Finance
  • 3 Positions Available

Key Responsibilities:

  • Being able to take clear notes and summarize those notes to create a sales proposal.
  • Managing client accounts by updating portfolio holdings and rebalancing as needed.
  • Reviewing client accounts to determine whether they are meeting their investment goals.
  • Reviewing client records to identify areas of  financial vulnerability, such as high credit card debt or insufficient emergency savings.
  • Consulting with clients to determine their financial goals and objectives.
  • Preparing reports and presentations for meetings with clients to discuss their financial status.
  • Perform other administrative tasks such as appointment scheduling and documentation preparation.
  • Respond to client inquiries in a timely and responsive manner.
  • May be required to support in other finance related departments.

Qualifications:

  • Bachelor's degree in any field.
  • 2 years of experience in a related role.
  • Excellent communication skills (written and verbal).
  • Accuracy, keen on details, and ability to do multitask.
  • Excellent client service skills.
  • Demonstrated problem-solving abilities and a proactive and positive mindset.

Workplace Perks:

  • Competitive salary package
  • HMO coverage
  • Fixed weekends off
  • Meal allowance
  • Attendance bonus
  • 20 days of paid leave to be used on your own discretion (including 5 credits convertible to cash)
  • Monthly social activities and annual company outing (domestic/international)
  • Vibrant, diverse and inclusive work environment

About Us:

Shadow Office Solutions is an Australian operated BPO committed to delivering exceptional services and innovative solutions to our clients. We pride ourselves on our skilled workforce and a culture of excellence, collaboration and continuous improvement. We're growing and looking for talented individuals to join our dynamic team.

Shadow Office Solutions is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

  • Translator/ Assistant to the General Manager

    1 week ago

    Kawit, Calabarzon, Philippines Airvent Mechanical System Inc. Full time ₱250,000 - ₱500,000 per year

    Key Responsibilities:· Provide day-to-day administrative and operational support to the General Manager.· Assist in coordinating meetings, preparing reports, and handling correspondence.· Facilitate communication with Mandarin-speaking clients, partners, and suppliers.· Maintain records, files, and confidential information with discretion.· Support...

  • Company Driver- Kawit Cavite

    2 weeks ago

    Kawit, Calabarzon, Philippines Masaito Development Corporation Full time ₱180,000 - ₱360,000 per year

    A company driver is responsible for safely transporting employees, clients, or goods to designated locations while maintaining the vehicle and following traffic laws. Key duties include driving, assisting with loading/unloading, planning efficient routes, vehicle maintenance, and maintaining accurate travel logs. Core responsibilitiesTransportation: Safely...

  • Project In Charge

    2 weeks ago

    Kawit, Calabarzon, Philippines Richfield Properties, Inc Full time ₱1,440,000 - ₱1,920,000 per year

    Basic Purpose:To provide technical assistance in Engineering relative to construction technologies, methodologies, innovations, standards and specifications to be more competitive in the real estate industry.Major Responsibilities:A. EngineeringReviews, evaluates and checks plans, bill of materials, specifications submitted / forwarded to Production to...

  • Sales & Marketing Officer

    4 days ago

    Kawit, Calabarzon, Philippines Picks Food Products Trading Full time ₱400,000 - ₱600,000 per year

    Sales and Marketing StaffJob Description:We are looking for a proactive and creative Sales & Marketing Staff to join our team. This role will handle both online sales support and marketing initiatives to boost brand visibility and customer engagement.Key Responsibilities:Manage and maintain official social media accounts (posting content, creating reels,...

  • Marketing admin

    2 weeks ago

    Kawit, Calabarzon, Philippines NXT Mile Motors Inc. Full time ₱150,000 - ₱250,000 per year

    Supports the marketing initiatives by helping to create and execute campaigns, manage social media content, coordinate events, and handle administrative tasks.Content creation for digital platforms.Assisting with sales promotion.Tracking campaign performance and collaborating with the internal team to ensure brand consistency.Qualifications*Graduate of...

  • Store Supervisor

    6 days ago

    Kawit, Calabarzon, Philippines WATSONS PERSONAL CARE STORES (PHILS.) INC. Full time ₱40,000 - ₱60,000 per year

    BE PART OF WATSONS:Investors in People (IIP) accredited companyAsia's number 1 pharmacy retail brandBest Companies to work for by HR AsiaROLE PURPOSE:Our Store Supervisor assists the Store Manager in overseeing the day-to-day operations focusing on selling, cashiering, vault, and back-office management. The Store Supervisor is also responsible for the...

  • Marketing Strategist

    6 days ago

    Kawit, Calabarzon, Philippines Seika Autoparts & Accessories Full time ₱900,000 - ₱1,200,000 per year

    Job descriptionA Marketing Strategist is a professional who focuses on developing, planning, and guiding the overall marketing direction for a company, brand, or product. While a Marketing Specialist often executes specific tactics or campaigns, a Marketing Strategist takes a higher-level, big-picture view to ensure all marketing activities align with...

  • Accounting Payables Specialist

    6 days ago

    Kawit, Calabarzon, Philippines NXT Mile Motors Inc. Full time ₱250,000 - ₱500,000 per year

    Follow up on disputes, deductions, and late payment issues that delay payment of the invoice.Other assignments as necessary to assist in accounts receivable, billing, special projects as needed and assigned.Manage and collect accounts receivable.Responsible for executing the company's credit and collection activities.Analyze customer credit worthiness with...

  • Digital Marketing Officer

    2 weeks ago

    Kawit, Calabarzon, Philippines Shadow Office Solutions, Inc. Full time ₱350,000 - ₱600,000 per year

    Job Overview:We are seeking a dedicated and enthusiastic Digital Marketing Officer to join our Clients' marketing team. The successful candidate will be responsible to oversee lead generation, optimize campaigns, manage social media, and leverage automation tools for effective marketing and data integration.Work Set Up:• Employment Type: Full Time• Shift...

  • Store Manager

    6 days ago

    Kawit, Calabarzon, Philippines WATSONS PERSONAL CARE STORES (PHILS.) INC. Full time ₱312,000 per year

    BE PART OF WATSONS:Investors in People (IIP) accredited companyAsia's number 1 pharmacy retail brandBest Companies to work for by HR AsiaROLE PURPOSE:Our Store Manager is responsible for planning, leading, and managing all day-to-day activities of the store both health & beauty. She/He orchestrate and engage the store team to achieve highest level of...