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Client Services Administrator

Job Description

As a Client Services Administrator, you’ll be part of that engine room. You’ll work closely with financial planners to deliver exceptional back-office support, accurate reporting, and excellent client service.

Job Title

  • Client Services Administrator

Work Schedule
  • Day Shift
Job Qualifications/Requirements
  • A degree in Accounting, Business, Commerce, or related field.
  • Strong Microsoft Office skills (Excel, Word, Outlook).
  • Experience with financial software (Xero, SAP, MYOB, QuickBooks, Xplan, insurance quoting tools) is a bonus.
  • Previous experience as a VA or supporting international clients is an advantage.
  • Understanding of financial services, banking, or accounting is a plus.
  • Proven customer service mindset.
Job Responsibilities
  • Flex your numbers skills & be a valuable player of an international team.
  • Crunch numbers, prepare reports, letters, and client communications.
  • Lodge applications and client documentation on time and error-free.
  • Liaise with financial institutions (banks, fund managers, insurers, etc.)
  • Provide reliable admin support to keep business operations running seamlessly.

To Apply, please create your profile at app.wrkpod.com for your application as this is part of the new application process, and click this link for the job details: here

All successful applicants will be stationed in our office at DUMAGUETE CITY.

Good luck and God Bless!