Client-Focused Finance & Settlements Coordinator

Bespoke Outsource Services; Makati; Teletrabalho; PHP 300 000 - 540 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, dental and life insurance

Paid vacation

Sick leave

Competitive salary and annual apprais-

Financial assistance program

13th-month pay

Company events

Resumo da oferta

Bespoke Outsource Services in Makati is seeking a diligent administrator to handle finance and settlement coordination. You will manage the client journey, liaise with brokers and internal teams, and ensure timely, accurate CRM updates and milestone tracking from sales through to settlement and post-handover.

The role requires strong communication, high attention to detail, and the ability to manage multiple tasks.

Qualificações

• Experience in customer service or administrative support roles.
• Strong verbal and written communication skills.
• High attention to detail with strong data accuracy.
• Experience using CRM systems (e.g., Salesforce or similar).
• Strong organisational and time management skills.
• Ability to manage multiple tasks and priorities simultaneously.

Responsabilidades

• Assist in all aspects of finance & settlement coordination and admin processes.
• Manage day-to-day client journey, coordinating with internal teams and brokers; track milestones; ensure seamless sales-to-settlement handover.
• Maintain accurate CRM records and support finance and settlement administration.
• Request and manage deposit payment information; draft and send client communications; track receipts and update CRM.
• Attend broker or internal meetings; capture notes and action items; update CRM with dates and progress.
• Obtain updates on land titles and provide detailed monthly client updates.
• Follow up on outstanding actions to ensure completion.
• Support document collection and coordination for finance brokers and settlement processes.
• Provide timely updates to clients via email and calls; review documentation for accuracy.

Conhecimentos

Verbal communication

Written communication

CRM experience

Time management

Attention to detail

Organizational skills

Ferramentas

Salesforce

Google Workspace

Microsoft Office

Descrição da oferta de emprego

Bespoke Outsource Services in Makati is seeking a diligent administrator to handle finance and settlement coordination. You will manage the client journey, liaise with brokers and internal teams, and ensure timely, accurate CRM updates and milestone tracking from sales through to settlement and post-handover.

The role requires strong communication, high attention to detail, and the ability to manage multiple tasks.