May 12, 2022
VIRTUAL EXECUTIVE ADMIN. ASSISTANT
Looking for a Virtual Assistant to assist with administration matters on insurance/ investment on a day-to- day operations for a Financial
• Must have at least 3 to 5 years work experience in administrative tasks.
• Highly driven, self-motivated and able to work with minimal supervision**
• Willing to learn and have proper time management
• Positive learning attitude with excellent interpersonal skills**
• Must be Proactive and a Strong team player+ can do attitude**
• Ability to maintain proper filing and documentation procedures**
• Generation of quotations from different insurers**
• Maintain a database for proper monitoring of outstanding cases.
• Proper monitoring of submissions, and deadlines for the Clients
• Client servicing (Change of address, fund switching, follow up on outstanding premiums/documentation, etc)
• Preparation of Presentation Materials for the Director
(ie., brochures, pamphlets, powerpoint presentations, and video presentations)
• Able to write business letters via
• Record and attend Webinars and upload to youtube in behalf of the Director. The candidate must learn how to take up notes and be able to summarize information for the Director.
• BASIC Video editing and creation. (will be taught and given software)
• Download reading materials for the Director.
• Must be able to do transcriptions. (OTTER ,AI)
• Do research and update director with a report
The candidate is expected to:
• assist and familiarize herself with all areas of work assigned by the Director.
• Must have attention to details.
• Able to read policy information/insurance policies
• Has a very good filing system.
• Must able to work with minimal supervision.
• Detailed in taking down instructions.
• Ability to build rapport and establish relationship with people at all levels
• Able to meet deadlines.
• Willing to go the extra mile.
Work 9am-6pm MON- FRI
- Pay is Negotiable depending on Resume
- Yearly OFF days
- Loyalty bonuses
-Quarterly Performance Bonuses