Administrative Assistant for Financial Services

Are you detail-oriented, organized, and passionate about helping people with financial services? We are looking for Administrative Assistants to join our team and support our growing credit and insurance business!

???? About the Role:
This is a remote position for candidates based in the Philippines. You’ll assist with a variety of tasks related to credit and insurance services. This is a long-term opportunity for individuals who are committed to delivering high-quality results and helping clients achieve their financial goals.

? Responsibilities:
• Sending emails and professional communications to clients.
• Taking calls, if needed, to assist clients or follow up on inquiries.
• Scheduling appointments and managing calendars.
• Assisting with payment processing (e.g., Authorize.net).
• Sending payment reminders to clients.
• Collecting and organizing personal information for insurance quotes.
• Understanding credit concepts to provide basic client assistance.
• General admin tasks like data entry, organizing files, and ensuring tasks are completed on time.

???? Qualifications:
• Prior experience in administrative or virtual assistant roles.
• Familiarity with credit and/or insurance services (preferred but not required).
• Excellent written and verbal English communication skills.
• Proficient in using email platforms, scheduling tools, and payment processing systems.
• Reliable internet connection and a functional home office setup.
• Highly organized, detail-oriented, and self-motivated.
• Available to work within US business hours (adjusted for Philippine time).

???? Compensation:
• Competitive pay based on experience.
• Opportunities for growth within our company.

We look forward to welcoming motivated and talented VAs to our team! Let’s make a difference together. ????