Account manager assistant for financial services company

We are a growing U.S.-based financial services company seeking a reliable, detail-oriented Account Manager Assistant to support our team and help manage client cases.

This role requires strong communication skills, excellent organization, and the ability to follow structured processes carefully.



Schedule

* Full-time: 9:00 AM – 5:00 PM CST (U.S.)
* Monday – Friday
* This is an overnight shift (Philippines time)
* Applicants must have prior experience working overnight hours



Communication Requirements

* Must have very minimal accent
* Must be comfortable speaking with clients over the phone
* Clear, professional communication is essential



Responsibilities

* Review client financial documents and identify potential issues
* Assist families in meeting eligibility requirements
* Follow detailed case plans and processes
* Keep team and clients updated on case progress
* Support account managers with assigned administrative and client tasks



Requirements

* Proven experience working in a remote role
* Experience with overnight shifts
* Strong attention to detail and ability to follow instructions closely
* Reliable, distraction-free work environment (no background noise from pets, children, etc.)
* Stable, high-speed internet connection
* Comfortable handling confidential financial information



Compensation

* $5 – $8 USD/hour, depending on experience
* Higher rates considered for certified accountants or candidates with extensive relevant experience
* Most applicants will start on the lower end of the range



HOW TO APPLY (REQUIRED – DO NOT SKIP)

At the TOP of your application, please answer the following:

1. Years of experience working overnight shifts:
2. Do you have a quiet work environment without distractions (pets, children, etc.)?
3. Internet speed (upload/download):
4. Available start date + requested monthly salary (full-time):

Also include:

* Your résumé
* A short voice recording (introduce yourself and briefly describe your experience)

Applications that do not follow these instructions will not be considered



What We’re Looking For

Someone who is:

* Highly dependable
* Detail-oriented
* Comfortable working within structured systems
* Able to communicate clearly and professionally
* Looking for long-term, stable employment