Finance and Settlements Support Assistant (AU Client - Remote)

Bespoke Outsource Services; Makati; Remote; PHP 300,000 - 540,000; Full time

Benefits offered by this job

Medical, dental and life insurance

Paid vacation

Sick leave

Competitive salary and annual apprais-

Financial assistance program

13th-month pay

Company events

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Verbal communication

Written communication

CRM experience

Time management

Attention to detail

Organizational skills

Tools

Salesforce

Google Workspace

Microsoft Office

Job description

You will be required to assist in all aspects of finance & settlement coordination, which may at times extend beyond the duties listed below.

Managing the day-to-day client journey and administrative processes, including coordinating with internal teams and brokers, tracking key milestones, and ensuring a seamless experience from sales through to settlement and post-handover.

This will require you to engage directly with clients, brokers, and internal stakeholders, manage requests for information, monitor progress across multiple touchpoints, and ensure clients are consistently informed. You will also be responsible for maintaining accurate CRM records, and supporting finance and settlement-related administration.

Other responsibilities include but are not limited to:

• Request and manage deposit payment information from clients and stakeholders.
• Draft and send client communications related to deposits, payments, and key milestones.
• Track receipts and update CRM systems with accurate financial and status information.
• Attend broker or internal meetings and capture clear, structured notes and action items.
• Update CRM with actions, key dates, and timestamped progress updates.
• Get updates from stakeholders regarding land titles and be responsible for providing clients with detailed accurate updates each month
• Follow up on outstanding actions with internal teams and stakeholders to ensure completion.
• Support document collection and coordination for finance brokers and settlement processes.
• Assist with general settlement administration and coordination tasks.
• Provide timely and professional updates to clients via email and calls. Review and cross-check documentation to ensure accuracy and completeness.

• Maintain accurate, up-to-date CRM records across all activities.
• Use standard office tools (e.g., Google Workspace, Microsoft Office) to manage documentation and communication.

Responsibilities

• Experience in customer service or administrative support roles.
• Strong verbal and written communication skills (clear, professional, and confident).
• 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.
• Proactive mindset with strong problem-solving ability.
• Comfortable handling both stakeholder-facing and administrative responsibilities.

Desirable

• Experience in property, finance, or construction environments.
• Experience working in offshore or remote support roles.

Join our team and enjoy these benefits & perks

• Medical, dental, and life insurance from day one
• Paid vacation
• Sick leave (with quarterly conversion)
• Competitive salary and annual appraisals
• Financial assistance program
• Mandatory government benefits and 13th-month pay
• Company events - promoting work-life balance and career growth

Only shortlisted candidates will be contacted