Client Service Administrator - Financial Services (Open to Fresh Graduates)

VRI Crew; Cebu City; On-site; PHP 260,000 - 380,000; Full time

Job summary

VRI Crew in Cebu City is seeking a Client Services Administrator to support financial planners with back-office tasks, reporting, and client communications. You will play a key role in ensuring accuracy and timeliness in document handling while serving an international client base.

This role requires an accounting/business-related degree, strong MS Office skills, and familiarity with financial software. Experience with VA work and supporting international clients is a plus.

Qualifications

• Degree in Accounting, Business, Commerce, or related field.
• Strong proficiency with Microsoft Office (Excel, Word, Outlook).
• Experience with financial software (Xero, SAP, MYOB, QuickBooks, Xplan) 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.

Responsibilities

• Flex your numbers of 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.

Skills

Microsoft Office

Customer service mindset

Education

Accounting degree

Tools

Xero

SAP

MYOB

QuickBooks

Xplan

Insurance quoting tools

Job description

The ROLE 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 walang katulad na client service.

What YOU'LL DO

• Flex your numbers of 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.

What WE'RE LOOKING FOR

• 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.