Investments/General Virtual Assistant or SEO specialist

Overview

Looking for full-time work (8 hours/day)

at $9.09/hour ($1,600.00/month)

Bachelors degree

Last Active

December 15th, 2021 (861 days ago)

Member Since

November 28th, 2021

Profile Description

Under: Trust and Investments
- Ensures that a good relationship with the clients is maintained.
- Assist senior officers in handling their clients’ portfolios.
- Manage the portfolio of the clients.
- Coordinate with the internal organization and external clients.
- Coordinate with clients regarding their fund and their transactions
- Face clients and prepare meetings and fund performance reports.
- Answers client’s questions in Retirement and Provident funds
- Coordinates with clients regarding documentation and ensures its compliance with the standards and regulations of the Unibank, the BSP, the BIR, and AMLA.
- Monitors the fund holdings and ensures its compliance to the existing investment mandate.
- Coordinates contributions and withdrawals of Trusteed and Investment Management Accounts (IMA) with internal servicing team.
- Prepares record reconciliation as needed
- Recommends investment outlets (Corporate Issues) and facilitates necessary documentation in coordination with the clients.
- Conducts periodic client suitability assessment and assists in structuring the appropriate investment policy statement (in close coordination with the research team)
- Ensures that clients' information in the accounts database are accurate and updated.
- Provides updated market outlook and communicates BDO Trust’s investment strategy.
- Relays clients' ad hoc inquiries to other concerned units within the Unibank.
- Accommodates requests from third parties (e.g. actuary, external auditors, etc.) as endorsed/instructed by clients.
- Keeps an organized set of documents for each client.
Under: Blogging at Happy and Busy Travels
- Photograph and edit pictures of our experiences related to travel so I can use them in my blogs.
- Creating various articles to promote anything related to traveling.
- Market different establishments like restaurants, hotels, travel agencies, and other things related to traveling.
- Make sure that each article created has an excellent SEO.
- Manage our different social media accounts in Facebook, Instagram, Twitter, Youtube, and Tiktok.
Basic Skills
- MS Office literate (Word, Excel, Powerpoint, Teams, Outlook)
- Can learn new software if needed.