Sales Operations/Support Assistant

Business Trends Philippines; Philippines; On-site; PHP 268,000 - 469,000; Full time

Job summary

Business Trends Philippines is seeking an Administrative and Operations Support staff to assist the Division Head, Department Head, and Account Officers, handling lease and loan availments bookings and related tasks. You will monitor documentary deficiencies, gather and prepare data for management reviews, and coordinate with internal units to ensure timely sales and administrative requirements are met.

Ideal candidate has a bachelor's degree and at least 1 year in banking or financial services,

Qualifications

• Bachelor’s degree in Economics, Business Administration, Finance, or related field.
• At least 1 year of experience in a bank, financial institution, leasing, financing, or related industry.
• Experience in leasing and financing operations is an advantage.

Responsibilities

• Provide administrative and operational support to the Division Head, Department Head, and Account Officers, and process and facilitate the booking of lease and loan availments.
• Monitor and facilitate the completion and regularization of documentary deficiencies, and gather, maintain, and prepare data and reports for management and business monitoring.
• Coordinate with relevant internal units and departments to facilitate timely completion of sales and administrative requirements.

Skills

CRM

Documentation

Organization

Verbal communication

Written communication

Stakeholder management

Data handling

Education

Bachelor’s degree in Economics, Business Administration, Finance, or related field

Tools

Microsoft Excel

PowerPoint

Job description

Duties & Responsibilities

• Provide administrative and operational support to the Division Head, Department Head, and Account Officers, and process and facilitate the booking of lease and loan availments.

• Monitor and facilitate the completion and regularization of documentary deficiencies, and gather, maintain, and prepare data and reports for management and business monitoring.

• Coordinate with relevant internal units and departments to facilitate timely completion of sales and administrative requirements.

Qualifications & Job Requirements

Education

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

Experience

• At least 1 year of experience in a bank, financial institution, leasing, financing, or related industry.

• Experience in leasing and financing operations is an advantage.

Knowledge & Skills

• Working knowledge of customer relationship management and sales support processes.

• Knowledge of operational, documentation, and regulatory requirements.

• Proficient in Microsoft Excel and PowerPoint.

• Strong attention to detail and organizational skills.

• Good verbal and written communication skills.

• Ability to establish and maintain effective relationships with internal and external stakeholders.

• Computer literate and comfortable handling administrative and operational data.