About the job Admin Staff
Position Title: Admin Staff
Salary: 20,000 - 22,000 PHP a month
Reports To: Partner, Partner Team
Primary Relationships: Partner Team
Date: March 2024
Schedule: 11:00 AM - 8:00 PM PHT
Responsibilities:
Utilize online systems and portals for generating illustrations, processing applications, and obtaining product literature as needed
Prepare client correspondence in a timely and accurate manner
Collate paperwork and documentation for adviser meetings
Process client recommendations and proactively follow up with product providers on behalf of clients
Keep advisers informed of any difficulties or non-standard matters
Update and maintain accuracy of the CRM and computer-based filing system
Prepare and check compliance of new business packs/submissions
Transfer data from paper fact finds onto the client system
Support commission reconciliation process by analyzing unmatched commission payments and resolving any discrepancies
Chase clients for outstanding information
Follow company policies and procedures, and report any needed changes
Maintain customer confidence and protect operations by handling information confidentially
Qualifications:
Must have good communication skills
Strong IT skills, particularly in Word, Outlook, and Excel
Excellent written and verbal communication skills
Attention to detail and accuracy in data entry
Strong organizational skills
COmpany Benefits:
SSS, Philhealth, Pag-Ibig
13th Month Pay
HMO and Life Insurance (AVEGA)
Free Shuttle Service
CO League - Monthly Company Activities
CO Clubs
CO Amenities Swimming Pool, Clinic and Kids zone
CO Stars - Corporate Social Responsibility Involvement Scholarship Programs
CO Academy - Training and Development Programs
COolture Coach
CO Gears
Cool and Flexible Workplace
Other Performance and Attendance Based Rewards
Bereavement Leave
Paternity Leave
7 days SOLO Parent Leave
Magna Carta Leave
Company Bank Loan