Offer summary

Qualifications:

Good communication skills and strong IT skills, especially in Word, Outlook, and Excel., Attention to detail and accuracy in data entry., Strong organizational skills., Educational background in relevant administrative or financial fields is preferred..

Key responsibilities:

Assist in processing client applications and preparing correspondence.

Support adviser meetings by collating paperwork and documentation.

Process client recommendations and follow up with product providers.

Maintain CRM records and ensure compliance with company procedures.

Job description

Position Title: Financial Admin (Part-time)

Work Set Up: Work From Home

Schedule: 11:00 AM - 2:00 PM PH Time

Job Location: Clark Outsourcing - Building 35 Philexcel Business Park, Clark Pampanga

Quick Rundown:

We are seeking a detail-oriented Administrative Support Specialist to assist in processing client applications, preparing correspondence, managing CRM records, and ensuring compliance with company procedures. Responsibilities include generating illustrations, supporting adviser meetings, following up with providers, resolving commission discrepancies, and maintaining confidential client data. This role ensures smooth workflow and supports high-quality client service.

What You’ll Do:

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