Executive Assistant (Onsite, Kawit Cavite)

We are seeking a dedicated and enthusiastic Executive Assistant to join our Clients’ finance team. The successful candidate will be responsible to take notes, create sales proposals, manage client accounts, assess financial goals, provide reports, and resolve issues while supporting finance tasks and teams.

Work Set Up

• Employment Type: Full Time
• Shift Schedule: Mon-Fri, 6:00 am to 3:00 pm
• Work Setup: Onsite
• Location: Cavite
• 3 Positions Available

Key Responsibilities

• Being able to take clear notes and summarize those notes to create a sales proposal.
• Managing client accounts by updating portfolio holdings and rebalancing as needed.
• Reviewing client accounts to determine whether they are meeting their investment goals.
• Reviewing client records to identify areas offinancial vulnerability, such as high credit card debt or insufficient emergency savings.
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