Admin Assistant

This is a remote position.

Salary: Php35,000 - Php45,000

We are looking for a full-time Administrative Assistant to support our client service operations. Key areas of focus include handling client account applications, preparing for and following up on client meetings, managing service-related projects, and creating internal process documentation

Key Responsibilities:

• Support client account applications with accuracy and timeliness.
• Prepare documentation and materials for client meetings and manage follow-up tasks.
• Coordinate team scheduling and maintain advisor calendars.
• Assist with internal and client-facing projects, including SOP creation and updates.
• Deliver concierge-level service to top-tier clients via professional phone and written communication.
• Maintain organized and compliant client records, profiles (Redtail), and service workflows.
• Manage client onboarding, appreciation efforts, and engagement events:
• Send event/webinar invitations
• Support day-of event logistics
• Collect and act on client feedback

• Log incoming client checks.
• Manage mail and packages (USPS, UPS).
• Coordinate external vendors and service providers.
• Learn and support Schwab workflows (paperwork, funds movement, DocuSign).
• Develop, document, and optimize office systems and procedures.
• Implement feedback to enhance internal workflows and client experience.

Only when required or as backup on the following tasks: Communication Management

• Phone Support
• Answer and route incoming calls; log all interactions in Redtail.
• Maintain and train team on phone scripts.
• Coordinate and resolve GoTo phone system issues.
• Prepare and send client celebration cards for birthdays and special occasions.
• Maintain and update email lists in Redtail and Outlook (additions, deletions, updates).
• Segment and manage client email groups

• Schedule all client appointments.
• Manage calendars for advisors, team events, and office-wide availability.
• Coordinate and communicate team schedules, meetings, and availability.
• Act as the primary contact for resolving scheduling and office coordination issues.
• Review and triage appointments using Redtail and the client service spreadsheet.
• Make reminder calls and send texts to clients.
• Oversee appointment confirmations, agendas, and planning data requests.
• Update Meeting Process documentation as needed.

• 2 - 3 years of experience as an Administrative Assistant
• Strong communication skills (both verbal and written) in English.
• Exceptional attention to detail and ability to multitask.
• Experience in creating and updating SOPs
• Proactive, assertive, and capable of working independently with minimal supervision.
• Familiarity with CRM systems and digital communication platforms.
• Experience in administrative support roles, preferably in client-focused industries.
• Demonstrates a high degree of professionalism, organization, and reliability.
• A growth mindset with the willingness to take on new challenges and build new systems.

 Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.

 Statutory Benefits: Maternity, Paternity and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays

About Boomering:

Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.

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