Remote Liaison Coordinator — Client & Investor Ops

Magic, Inc; Taguig; Remote; PHP 521,000 - 694,000; Full time

Job summary

Magic, Inc. is seeking a Liaisons Coordinator - Freelance, Remote to bridge communications between clients, advisors, and funding sources. You will schedule meetings, manage materials, and keep records in the CRM, while ensuring professional, timely service across all touchpoints.

The role emphasizes strong interpersonal skills, quick learning, and proficiency with Zoom, Google Meet, and PowerPoint. Remote setup and reliable internet are required.

Qualifications

• Proficiency in Microsoft Word and/or Google Docs.
• Strong conversational skills; not reading from a script.
• Able to quickly learn new tools, processes and terminology.
• Hands-on experience scheduling and running meetings on Zoom and Google Meet.

Responsibilities

• Coordinate introductions between prospects and advisors.
• Facilitate communication among clients, advisors, underwriting, relationship management, marketing, and leadership.
• Schedule discovery calls, presentations, underwriting calls, strategy meetings, and follow-up meetings.
• Assist with initial client intake.
• Collect requested documents and follow up on outstanding items.
• Send meeting confirmations and reminders.
• Track outstanding action items and notify relevant personnel.
• Escalate urgent client matters to executives.
• Maintain professional, timely customer service.
• Coordinate communications with prospective and existing investors and lenders.
• Schedule capital presentations and introductory meetings.
• Maintain CRM records of funding-source activity.
• Create and manage Zoom/Meet meetings; ensure correct details.
• Prepare PowerPoint decks per branding.
• Create and maintain documents and spreadsheets.
• Keep CRM records accurate.

Skills

Word/Google Docs proficiency

Conversational communication

Quick learner of tools/processes

Meetings scheduling (Zoom/Google Meet)

Tools

Zoom

Google Meet

PowerPoint

CRM systems

Signal (optional)

Job description

Magic, Inc. is seeking a Liaisons Coordinator - Freelance, Remote to bridge communications between clients, advisors, and funding sources. You will schedule meetings, manage materials, and keep records in the CRM, while ensuring professional, timely service across all touchpoints.

The role emphasizes strong interpersonal skills, quick learning, and proficiency with Zoom, Google Meet, and PowerPoint. Remote setup and reliable internet are required.