Administrative Assistant

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TYPE OF WORK

Full Time

SALARY

TBD

HOURS PER WEEK

TBD

DATE POSTED

Mar 17, 2022

JOB OVERVIEW

INNOVEST is a New Zealand based company committed to providing financial advice that is tailored to each customer’s unique goals. We have a team of financial advisers supported by our admin team. All our admin team are from the Philippines and we’re seeking additional teaUpgrade to see actual infombers.

Administrative Assistant Job Responsibilities:
Email management
• Handling of inbound and outbound calls
• A big portion of your daily tasks will be communicating with the clients, the banks/lenders, and/or insurance providers. This will be done through either email or Skype call.
• Preparing insurance reports and loan applications
• Calendar Management; setting up appointments
• Holding your assigned financial advisers accountable, and checking on their progress on leads & potentials
• Reminding advisers about tasks that need to be completed
• Filling out CRMs (Trail and Zoho) using information on file
• Data entry & Online file organization (Google FileStream)
• Other tasks may come up from time to time

Our work hours are from 10am to 6pm New Zealand Standard Time from Monday to Friday. We’re looking for someone that can work with us fulltime and long term.

Administrative Assistant Skills and Qualifications:
• 1-2 years VA experience preferred
• Insurance and mortgage experience is an edge but not a must
• Is comfortable getting on the phone, or a team video call
• Is punctual and available for work from 10am to 6pm New Zealand Time
• Has great English skills; written, and verbal.
• Is extremely persistent; will do what it takes to ensure a task reaches completion
• Pays attention to details
• Is a great communicator; they ensure the point gets across how it was intended, and make everyone feel valued during communication, while representing our brand & clients appropriately.
• Has a great sense of initiative; you are able to take something and run with it
• Is a team player but disciplined enough to work on your own; can put EGO's aside to get the mission at hand completed
• Has a positive attitude
• Can quickly prioritize, and pick up context & instruction easily
• Is honest, accountable, helpful, and trustworthy
• A great problem solver
• Can follow precise directions but also bring your own ideas to the table

To apply please follow these instructions:
1. Send an email to Upgrade to see actual info
2. Subject Line should say: “I am your next Admin Assistant, INNOVEST”
3. Send us a copy of your condensed CV and a 1-minute video clip introducing yourself and talking about your most recent job(s). We’re getting lots of emails, so feel free to include something that makes you stand apart from everyone else; be creative!
4. Please indicate what kind of computer you have in your email. Attach a screenshot of your DirectX Diagnostic Tool. You can run this tool by searching “dxdiag” in your Windows Start Menu.
5. Please tell us what ISP you are using with your download and upload Upgrade to see actual infoclude a link of your speed test from speedtest.net

We are looking forward to getting your application!

ABOUT THE EMPLOYER

Contact Person: Angelo Fernando

Member since: July 10, 2020

Total Job Posts: 8

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