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Admin Assistant
BruntWorkUKRemotefull_timeVerifiedPosted 2 Oct 2024
About the role
This is a remote position.
Scope
- Full-time, Monday to Friday from 8 AM to 5 PM PST (11 PM to 8 AM Manila Time) with 1 hour unpaid lunch break; 8 hours per day/40 hours per week
- Provide administrative support to a financial planner with insurance/investment clients
- Manage client communications and inquiries
- Maintain accurate records and databases
- Assist with ad-hoc tasks and planning as required (up to 40% of role)
Responsibilities
- Manage calendars, schedule appointments, and coordinate meetings
- Prepare documents, reports, and presentations using Microsoft Office Suite
- Handle incoming and outgoing calls, emails, and other correspondence
- Maintain organized filing systems and databases
- Assist with data entry, tracking, and reporting tasks
- Provide general administrative and operational support as needed
Requirements
- Minimum 3-5 years of experience as an Administrative Assistant or similar role
- Preferably with experience working for a North-American company
- Proficient in Microsoft Office applications (Word, Excel, PowerPoint)
- Strong written and verbal communication skills
- Excellent organizational and multitasking abilities
- Attention to detail and commitment to accuracy
- Ability to work independently and take initiative
- Familiarity with CRM systems and DocuSign (preferred)
- HMO Coverage for eligible locations
- Permanent work from home
- Immediate hiring
- Steady freelance job
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