Insurance - Operations Associate - Philippines - Remote Raven

    Remote Raven
    Remote Raven Philippines

    7 oras ang nakalipas

    ₱240,000 - ₱480,000 (PHP) bawat taon *
    Paglalarawan

    We are seeking a detail-oriented and professional Client Service & Operations Associate to support a wealth management team with client account maintenance, documentation, CRM updates, and executive-level administrative support. This role requires excellent communication, strong follow-through, and the ability to manage time-sensitive financial paperwork with accuracy.

    Experience with Fidelity Investments and/or Charles Schwab is strongly preferred. Exposure to life insurance and annuity products is a plus.

    Key Responsibilities

    • Process client account maintenance requests (address changes, trust updates, beneficiary changes, divorce-related updates, etc.)
    • Prepare and track client documentation (K-1s, 1099s, alternative investment paperwork)
    • Update CRM records (Salesforce or similar), including insurance and annuity inputs
    • Support client review preparation using tools like eMoney, MoneyGuidePro, or Orion
    • Attend investor calls, take notes, and provide summaries to the team
    • Provide executive assistant support: calendar scheduling, inbox support, meeting confirmations, and contact updates
    • Support mass mailings and operational follow-ups

    Qualifications

    • High attention to detail and strong organizational skills
    • Excellent written and verbal English communication
    • Experience in financial services operations, client service, or administrative support
    • Comfortable handling sensitive client information with discretion
    • Preferred: experience with Fidelity, Schwab, insurance/annuity products, and Salesforce

    This is a full time role

    Up to $6/hr

    100% Remote

    Important Notice:

    By submitting your application, you acknowledge and provide your explicit consent to the collection, processing, storage, and use of the personal information contained in your application. You agree that Remote Raven may contact you using the details provided for recruitment and talent management purposes.

    You further authorize Remote Raven to retain your information within its database for consideration in current and future employment opportunities, in compliance with applicable data protection and privacy regulations.

    * Ang saklaw ng suweldo na ito ay isang pagtatantya na ginawa ng beBee
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Insurance operations associate