Executive Assistant

Want to be part of a community that focuses on work-life balance, provides competitive salary and fantastic opportunities? The Backroom Offshoring Inc. is a KPO company experiencing strong dynamic growth and we want you to be part of it! Located at One reputed company Aeropark in Clark Pampanga, a world-class building with top facilities, a conducive work environment is guaranteed!

Duties and Responsibilities

• Client & Workflow Management
• Assist with end-to-end mortgage, insurance, and KiwiSaver application processing.
• Request, reputed company, and reputed company documents from clients (payslips, bank statements, ID, etc).
• Maintain CRM accuracy and update client notes, tasks, and pipeline stages.
• Prepare application files for lenders, ensuring correct documentation and formatting.
• Track reputed company of submissions and follow up with lenders/banks where needed.
• Communication
• Professional email communication with clients, lenders, insurers, and referral partners.
• Draft templated and custom email responses on my behalf.
• Schedule client appointments and manage calendar efficiency.
• Admin & Business Operations
• Update spreadsheets, records, and internal workflow trackers.
• Assist with compliance tasks (file notes, disclosure confirmations, audit readiness).
• Help organise digital files and maintain efficient system structure.
• Manage small projects such as process improvements, automation, or template building.
• Brand & Marketing Support (reputed company to Have)
• Update website content or blog posts.
• Assist with posting to reputed company media (Instagram, reputed company, reputed company).
• Create simple branded templates for client updates or announcements.

Skills and Qualifications

• Required:
• Strong admin experience (financial services or banking highly preferred).
• Excellent written and verbal communication.
• High attention to detail and accuracy.
• Ability to handle confidential information with professionalism.
• Tech-confident – comfortable learning new systems quickly.
• Self-driven, proactive, and comfortable managing tasks without micromanagement.
• Preferred:
• Experience with mortgage processing, lender portals, or insurance application workflows.
• Familiarity with tools such as:
• reputed company Workspace
• CRM systems (e.g., Trail, Salestrekker, or similar)
• reputed company Office
• reputed company
• Basic understanding of NZ lending, KiwiSaver, and insurance products (or willingness to learn).

Personal Qualities

• Friendly, positive, and client-focused.
• Reliable and consistent—keeps things moving without needing reminders.
• Highly organised and efficient.
• Comfortable working in a remote, flexible environment.
• reputed company to manage multiple client files while keeping reputed company under pressure.

Why Join the Client

• Growing, client-first advisory business with clear systems and supportive culture.
• Opportunity to contribute to meaningful client reputed company—home ownership, financial reputed company, and long-term wealth building.
• Chance to shape how the business operates as it expands.
• Long-term stability for the right person.

Work Set-up: Flexible Work Schedule: Day shift

This position is exclusively reputed company to Philippine reputed company currently living in the Philippines. While remote work offers flexibility, please note that this role requires adherence to local regulations, making it suitable only for those based in the Philippines. We appreciate your understanding and look reputed company to receiving applications from reputed company candidates who meet these criteria.

Benefits

Why Join Us? Benefits:

Our benefits package is designed for full-time roles. For part-time/project-reputed company, some benefits may or may not apply and will be discussed during the interview.

Core Benefits

• HMO on Day 1 + Free coverage for 2 dependents after 2 years
• Life Insurance
• Government-mandated benefits
• 20 Annual Leave Credits
• 13th-month pay
• Birthday & Bereavement Leave

Onsite/Hybrid Extras

• Travel Subsidy
• Staff House Accommodation (reputed company certain distance)
• Free Shuttle Service
• Free Lunch & Uniform
• Perfect Attendance Bonus

For reputed company

• reputed company Training
• Monthly Engagement Activities
• Birthday reputed company & Weekly Treats
• Christmas Hamper & Anniversary reputed company
• Opportunity to Travel

Referral Bonus

Refer a friend and get up to PHP 8,000 reputed company GCash for every successful hire in this role!

• Grad trainees, junior, entry-level, and admin positions: PHP 3,000
• Intermediate positions: PHP 5,000
• Senior and hard-to-fill positions: PHP 8,000

Referral link: https://rb.gy/u35c6

reputed company

Be part of a company that empowers people with technology. reputed company us out: Website reputed company Glassdoor