Hybrid Client Services & Admin - Finance Support

Emapta; Makati; Hybrid; PHP 279,000 - 502,000; Full time

Benefits offered by this job

Day 1 HMO

Hybrid work

Makati location

Salary package

Gym access

Upskilling

Job summary

Emapta Philippines is hiring a Client Services & Admin Assistant to support an Australian financial services team with inbound/outbound calls, document processing, data entry, and records maintenance. You'll balance executive support for the Director with meticulous admin tasks in a hybrid setup with onsite training in Makati.

The role requires a Bachelor's degree and 6 months to 1 year in BPO customer service, English proficiency, and strong attention to detail.

Qualifications

• 6 months to 1 year of BPO customer service experience handling inbound and/or outbound voice calls.
• Experience supporting financial services, banking, insurance, or related accounts.
• Administrative and back-office support, including document processing, data entry, and records maintenance.

Responsibilities

• Manage inbound and outbound calls with clients, providers, and stakeholders while delivering exceptional service.
• Provide executive administrative support to the Director by coordinating calendars and reports.
• Create and maintain accurate client records using financial planning systems.
• Prepare and organize client documents and administrative records.
• Coordinate administrative support to ensure efficient workflows.

Skills

BPO customer service

Administrative support

Data entry

Records coordination

Education

Bachelor's degree

Tools

XPLAN

Excel

Finance systems

Job description

Emapta Philippines is hiring a Client Services & Admin Assistant to support an Australian financial services team with inbound/outbound calls, document processing, data entry, and records maintenance. You'll balance executive support for the Director with meticulous admin tasks in a hybrid setup with onsite training in Makati.

The role requires a Bachelor's degree and 6 months to 1 year in BPO customer service, English proficiency, and strong attention to detail.