Sales Admin Assistant | Banking & Finance

Private Advertiser; Philippines; On-site; PHP 279,000 - 424,000; Full time

Benefits offered by this job

HMO coverage with ₱110,000 medical per

₱1,500 monthly rice subsidy

15 Vacation Leaves + 5 Sick Leaves

₱6,600 annual clothing and medical

Personal loan benefit

Job summary

Private Advertiser in the Philippines seeks a meticulous Sales Admin Assistant to support the Sales and Marketing team with documentation, lease and loan processing, reporting, and cross‑functional coordination.

This onsite role requires strong organizational skills and banking familiarity to coordinate with internal departments and stakeholders, ensuring smooth sales operations and accurate data management.

Qualifications

• Bachelor’s degree in Economics, Business, Finance, or related field.
• At least 1 year of experience in a bank or financial institution.
• Knowledge of loan or lease processing, documentation, and banking operations.
• Familiarity with CRM systems and business tools.
• Strong written and verbal communication and attention to accuracy.

Responsibilities

• Provide administrative support to the Division Head, Department Head, and Account Officers.
• Assist in processing and booking lease and loan availments.
• Monitor document deficiencies and coordinate the completion and regularization of requirements.
• Gather, manage, and maintain accurate sales and operational data.
• Prepare reports and support reportorial requirements.
• Coordinate with internal departments and stakeholders to facilitate sales‑related processes.
• Assist with documentation, CRM updates, and other administrative requirements.
• Support other sales and marketing activities as needed.

Skills

CRM systems

Communication skills

Detail oriented

Organizational skills

Banking operations knowledge

Education

Bachelor’s degree in Economics/Business/Finance

Tools

CRM software

Business tools

Job description

Sales Admin Assistant | Banking & Finance

Location: BGC, Taguig | Pampanga | Davao
Schedule: Monday–Friday | 8:00 AM–5:00 PM
Work Setup: Onsite

About the Role

We are looking for a detail-oriented and organized Sales Admin Assistant to provide administrative and operational support to the Sales and Marketing team. In this role, you will assist with sales documentation, lease and loan processing, reporting, and cross‑functional coordination to help ensure smooth and efficient business operations.

Key Responsibilities

• Provide administrative support to the Division Head, Department Head, and Account Officers.

• Assist in processing and booking lease and loan availments.

• Monitor document deficiencies and coordinate the completion and regularization of requirements.

• Gather, manage, and maintain accurate sales and operational data.

• Prepare reports and support reportorial requirements.

• Coordinate with internal departments and relevant stakeholders to facilitate sales‑related processes.

• Assist with documentation, CRM updates, and other administrative requirements.

• Support other sales and marketing activities as needed.

Qualifications

• Bachelor’s degree in Economics, Business, Finance, or a related field.

• At least 1 year of experience in a bank or financial institution.

• Knowledge of loan or lease processing, documentation, and banking operations is an advantage.

• Familiarity with CRM systems and business tools.

• Understanding of operational, documentation, and regulatory requirements.

• Strong written and verbal communication skills.

• Highly organized, detail‑oriented, and attentive to accuracy.

• Able to coordinate effectively with internal and external stakeholders.

• Proficient in computer applications and business systems.

Benefits

• HMO coverage with ₱110,000 medical benefit limit per sickness per year

• ₱1,500 monthly rice subsidy

• 15 Vacation Leaves + 5 Sick Leaves

• ₱6,600 annual clothing and medical allowance

• Personal loan benefit

Ready to Grow Your Career?

If you have experience in banking or financial services and enjoy supporting sales operations, documentation, and business processes, we’d love to hear from you.