- Prepare and submit superannuation and insurance applications
- Assist with managed superfund applications
- Perform insurance research and generate quotes
- Communicate with clients via email to gather information or update them on progress
- Liaise with insurance providers and superannuation funds to collect necessary data
- Maintain and organize client files and documentation
- Potential future tasks include calendar management and appointment setting
- 2–5 years experience in financial planning or superannuation administration (3–5 years preferred)
- Solid knowledge of insurance and superannuation processes
- Excellent attention to detail and ability to manage multiple tasks
- Strong written communication skills and a professional client-facing manner
- Comfortable with industry-specific platforms (e.g., insurance portals)
- Proactive, reliable, and highly organized
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Role Objective: · We are seeking an experienced and highly organized administrative assistant to join our team. As the first point of contact for clients and visitors, you will be responsible for providing exceptional customer service, managing the reception area, and performing ...
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· We are seeking a highly skilled Administrative Tax Assistant to support the delivery of exceptional service to U.S.-based clients. · This role supports a fast-paced tax and accounting team ideal for candidates who are detail-oriented tech-savvy deadline-driven and have strong ...
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About the client · Our client is a high-performing franchise operator within a national mobility equipment service network in the United States. They currently run two thriving locations and are on track to scale to five. As a top performer in their network, they are also pioneer ...
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The role of Account Management Officer is vital in managing and providing administrative and sales support to clients. · Client Follow-Up and Relationship Management · Maintain regular communication with customers using CRM tools. · ...
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Medical Virtual Administrative Assistant
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· We are seeking a detail-oriented and efficient Medical Scribe & Administrative Assistant to support a physical therapy and integrative health practice. This role involves real-time scribing during patient procedures, creating and updating clinical documentation, and performing ...
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Role Overview · Key Responsibilities · Manage daily administrative operations including document control, email handling, and data entry · Support leadership with scheduling, calendar management, and coordination of virtual meetings · Maintain digital filing systems and ensure co ...
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Virtual Assistant (PH and LATAM) - 17786
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We are a fast-growing AI healthcare technology startup seeking a dedicated and detail-oriented Virtual Assistant to support the CEO. · Manage and optimize the CEO's calendar and scheduling across time zones · Coordinate meetings, prepare agendas, and ensure timely follow-ups · ...
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Key Responsibilities: · Finance Duties: · Prepare, manage, and track budgets, financial reports, and monthly reconciliations. · Process invoices, payments, reimbursements, and bank transactions. · Maintain accurate financial records and update ledgers (AP/AR, petty cash, payroll) ...
Remote ₱240,000 - ₱420,000 (PHP) bawat taon Buong oras4 araw ang nakalipas
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· Salary Range: Php 20, ,000 · Responsibilities: · Account ManagementAssist in establishing and nurturing relationships with clients, both new and existing. · Support Relationship Managers in managing meeting schedules with clients and internal team members. · Apply a consultati ...
Remote ₱240,000 - ₱480,000 (PHP) bawat taon1 linggo ang nakalipas
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We're seeking detail-oriented and motivated Sales Virtual Assistant to support our client's sales operations and day-to-day administrative workflows. · This role combines customer communication, lead management, and internal organization — perfect for someone who enjoys both rela ...
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We are seeking a General Virtual Assistant to provide administrative and operational support to a busy moving company. · ...
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We are seeking a detail-oriented Finance & Operational Administrator for a part-time position (5–10 hours per week) designed to manage core financial workflows and provide analytical support. · ...
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Key Responsibilities · Conveyancing File Management: Create new conveyancing matters in Leap for both buyers and sellers, and generate initial client correspondence. Assist with day-to-day conveyancing tasks, including: requesting extensions of key dates, liaising with clients to ...
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We're building a team of admin assistants who love keeping things organized and helping others succeed. · We support a wide range of business operations, · and we're always excited to meet highly organized professionals who can keep things running smoothly behind the scenes. · Ma ...
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Key Responsibilities: · Assist in sourcing suppliers and obtaining price quotations. · Process purchase orders and maintain accurate purchasing records. · Monitor inventory levels and report shortages or stock issues. · Follow up with suppliers on order status, delivery schedules ...
Remote Buong oras4 araw ang nakalipas
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Key Responsibilities · Executive & Administrative Support Read and triage incoming emails, flagging important messages and drafting responses as needed. · Maintain and update daily and weekly task lists to keep the executive team on track. · Keep a calendar of key dates including ...
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It's fun to work in a company where people truly BELIEVE in what they're doing · We're committed to bringing passion and customer focus to the business. · Number of Openings: 1 · The DCX Client Services – Home-Based Administrative Support will work as a full-time employee for a g ...
Remote, Philippines3 araw ang nakalipas
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The Role · We are seeking a fluent English speaking, tech-savvy, well-organized professional with strong administrative skills, exceptional attention to detail, great account management ability and CRM experience to join our team as a Designer Liaison - Customer Relationship Mana ...
Remote Buong oras4 araw ang nakalipas
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We are seeking a highly organized and proactive Executive Assistant to support senior leadership with a wide range of administrative and operational tasks. · ...
Remote (Philippines)1 linggo ang nakalipas
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· It's fun to work in a company where people truly BELIEVE in what they're doing · We're committed to bringing passion and customer focus to the business. · ABOUT AVID · Avid makes technology and collaborative tools so creators can entertain, inform, educate, and enlighten the w ...
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Financial Planning Administrative Assistant - Remote - Remote Staff
Paglalarawan
About the Client:
Our client is launching an exciting new financial planning joint venture, led by seasoned advisors with a strong background in wealth management and superannuation services.
Responsibilities:
Qualifications:
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